Evercore Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.2M | Buy |
174,857
+2,189
| +1% | +$195K | 0.26% | 54 |
|
|
2025
Q4 | $13.9M | Buy |
172,668
+5,049
| +3% | +$418K | 0.2% | 60 |
|
|
2025
Q3 | $12.7M | Buy |
167,619
+3,958
| +2% | +$289K | 0.19% | 62 |
|
|
2025
Q2 | $11.4M | Buy |
163,661
+16,409
| +11% | +$1.14M | 0.18% | 66 |
|
|
2025
Q1 | $10.4M | Sell |
147,252
-3,271
| -2% | -$231K | 0.17% | 64 |
|
|
2024
Q4 | $10.8M | Buy |
150,523
+1,488
| +1% | +$116K | 0.16% | 64 |
|
|
2024
Q3 | $12.6M | Buy |
149,035
+1,596
| +1% | +$125K | 0.19% | 55 |
|
|
2024
Q2 | $10.4M | Buy |
147,439
+36,089
| +32% | +$2.56M | 0.16% | 65 |
|
|
2024
Q1 | $7.12M | Buy |
111,350
+43,733
| +65% | +$2.56M | 0.11% | 81 |
|
|
2023
Q4 | $4.11M | Sell |
67,617
-11,583
| -15% | -$660K | 0.07% | 111 |
|
|
2023
Q3 | $4.54M | Sell |
79,200
-509
| -0.6% | -$35.2K | 0.08% | 96 |
|
|
2023
Q2 | $5.91M | Buy |
79,709
+565
| +0.7% | +$42.8K | 0.11% | 83 |
|
|
2023
Q1 | $6.1M | Sell |
79,144
-768
| -1% | -$59.1K | 0.12% | 81 |
|
|
2022
Q4 | $6.68M | Buy |
79,912
+3,458
| +5% | +$279K | 0.14% | 77 |
|
|
2022
Q3 | $6M | Sell |
76,454
-1,815
| -2% | -$154K | 0.14% | 78 |
|
|
2022
Q2 | $6.06M | Buy |
78,269
+10,000
| +15% | +$761K | 0.13% | 80 |
|
|
2022
Q1 | $5.78M | Sell |
68,269
-1,200
| -2% | -$96.2K | 0.1% | 93 |
|
|
2021
Q4 | $6.49M | Sell |
69,469
-4,255
| -6% | -$368K | 0.11% | 90 |
|
|
2021
Q3 | $5.79M | Sell |
73,724
-1,880
| -2% | -$152K | 0.1% | 95 |
|
|
2021
Q2 | $5.54M | Sell |
75,604
-908
| -1% | -$68.1K | 0.1% | 102 |
|
|
2021
Q1 | $5.79M | Buy |
76,512
+1,442
| +2% | +$113K | 0.11% | 99 |
|
|
2020
Q4 | $5.79M | Buy |
75,070
+4,314
| +6% | +$323K | 0.12% | 92 |
|
|
2020
Q3 | $4.91M | Sell |
70,756
-1,668
| -2% | -$115K | 0.12% | 90 |
|
|
2020
Q2 | $4.35M | Sell |
72,424
-1,624
| -2% | -$97.2K | 0.12% | 91 |
|
|
2020
Q1 | $4.46M | Buy |
74,048
+2,952
| +4% | +$186K | 0.15% | 83 |
|
|
2019
Q4 | $4.3M | Buy |
71,096
+1,428
| +2% | +$83.4K | 0.12% | 100 |
|
|
2019
Q3 | $4.06M | Buy |
69,668
+224
| +0.3% | +$12.1K | 0.12% | 103 |
|
|
2019
Q2 | $3.56M | Buy |
69,444
+5,308
| +8% | +$261K | 0.11% | 106 |
|
|
2019
Q1 | $3.1M | Buy |
64,136
+17,176
| +37% | +$785K | 0.1% | 112 |
|
|
2018
Q4 | $2.04M | Sell |
46,960
-916
| -2% | -$40.1K | 0.08% | 132 |
|
|
2018
Q3 | $2.01M | Sell |
47,876
-9,768
| -17% | -$416K | 0.06% | 145 |
|
|
2018
Q2 | $2.41M | Buy |
57,644
+4,080
| +8% | +$165K | 0.08% | 124 |
|
|
2018
Q1 | $2.19M | Sell |
53,564
-4,560
| -8% | -$176K | 0.08% | 124 |
|
|
2017
Q4 | $2.27M | Sell |
58,124
-640
| -1% | -$24.7K | 0.08% | 127 |
|
|
2017
Q3 | $2.15M | Sell |
58,764
-1,436
| -2% | -$52.6K | 0.08% | 128 |
|
|
2017
Q2 | $2.11M | Buy |
60,200
+560
| +0.9% | +$19.1K | 0.08% | 130 |
|
|
2017
Q1 | $1.91M | Sell |
59,640
-140
| -0.2% | -$4.4K | 0.07% | 134 |
|
|
2016
Q4 | $1.78M | Buy |
59,780
+1,932
| +3% | +$57.7K | 0.07% | 138 |
|
|
2016
Q3 | $1.77M | Buy |
57,848
+1,964
| +4% | +$61.9K | 0.07% | 141 |
|
|
2016
Q2 | $1.82M | Sell |
55,884
-9,608
| -15% | -$288K | 0.08% | 136 |
|
|
2016
Q1 | $1.94M | Buy |
65,492
+2,752
| +4% | +$77.3K | 0.09% | 127 |
|
|
2015
Q4 | $1.63M | Sell |
62,740
-5,880
| -9% | -$149K | 0.08% | 145 |
|
|
2015
Q3 | $1.67M | Sell |
68,620
-2,288
| -3% | -$58.2K | 0.08% | 139 |
|
|
2015
Q2 | $1.74M | Sell |
70,908
-1,524
| -2% | -$38.7K | 0.08% | 149 |
|
|
2015
Q1 | $1.89M | Sell |
72,432
-13,220
| -15% | -$349K | 0.09% | 144 |
|
|
2014
Q4 | $2.28M | Sell |
85,652
-3,128
| -4% | -$79K | 0.11% | 120 |
|
|
2014
Q3 | $2.08M | Buy |
88,780
+2,020
| +2% | +$48.8K | 0.1% | 137 |
|
|
2014
Q2 | $2.22M | Buy |
86,760
+5,252
| +6% | +$128K | 0.11% | 134 |
|
|
2014
Q1 | $1.95M | Buy |
81,508
+4,332
| +6% | +$98.2K | 0.11% | 131 |
|
|
2013
Q4 | $1.65M | Sell |
77,176
-16,488
| -18% | -$348K | 0.09% | 150 |
|
|
2013
Q3 | $1.88M | Sell |
93,664
-8,220
| -8% | -$170K | 0.11% | 165 |
|
|
2013
Q2 | $2.07M | Buy |
+101,884
| New | +$2.02M | 0.12% | 158 |
|
Other funds holding NEE
VCM
VPM
Evercore Wealth Management's NEE Position: Q1 2026 in Review
Evercore Wealth Management increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $195K and bringing the position to 174,857 shares worth $16.2M. The position accounts for 0.26% of the portfolio, ranked #54.
Evercore Wealth Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Evercore Wealth Management held 174,857 shares of NextEra Energy worth $16.2M as of Q1 2026.
- Evercore Wealth Management bought 2,189 NextEra Energy shares in Q1 2026, an estimated $195K.
- NextEra Energy made up 0.26% of Evercore Wealth Management's portfolio in Q1 2026, its #54 holding.
- Evercore Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.