Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in NEE — Nextera Energy Inc
CIK 1510434
Seattle, WA
Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,770,459
+$6,351 QoQ
Shares Held
31,565
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,024
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. NEE ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
43,722 | $5,021,908 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,733 | $4,289,311 | |
| 3 | DUK |
Duke Energy CORP
|
29,120 | $3,686,009 | |
| 4 | NEE |
Nextera Energy Inc
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|
31,565 | $2,770,459 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,191 | $1,941,469 | |
| 6 | ED |
Consolidated Edison Inc
|
16,604 | $1,836,900 | |
| 7 | AEE |
Ameren Corp
|
10,946 | $1,237,334 | |
| 8 | ES |
Eversource Energy
|
12,703 | $918,045 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,770,459 | 31,565 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $2,764,108 | 29,760 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,645,338 | 20,495 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,464,580 | 19,401 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,332,516 | 19,195 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,402,203 | 19,780 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $1,393,008 | 19,431 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $2,042,498 | 24,163 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,640,384 | 23,166 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,269,572 | 19,865 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $735,925 | 12,116 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $675,162 | 11,785 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $908,950 | 12,250 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $927,041 | 12,027 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,037,058 | 12,405 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $939,430 | 11,981 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $839,124 | 10,833 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $937,739 | 11,070 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,053,567 | 11,285 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $517,996 | 6,597 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $529,521 | 7,226 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $554,901 | 7,339 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $523,462 | 6,785 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $441,597 | 1,591 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $428,223 | 1,783 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $434,559 | 1,806 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||