How many shares of NEE does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 736,854 shares of NEE (NEXTERA ENERGY INC).

What is EP Wealth Advisors, LLC's NEE position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's NEE position is worth $64.7M.

In 2026-Q2, EP Wealth Advisors, LLC increased their NEE position (+14.3% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in NEE in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in NEXTERA ENERGY INC

Current Value

$64.7M

Current Shares

736,854

Total Value Change

+$64.4M

Total Shares Change

+735,047

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	736,854	+14.3%	$64.7M	0.2%	$87.77	40
2026-Q1	Decreased	644,609	-19.5%	$59.9M	0.3%	$92.59	0
2025-Q4	Decreased	800,964	-18.1%	$64.3M	0.3%	$80.53	0
2025-Q2	Decreased	977,659	-3.8%	$67.9M	0.4%	$69.87	0
2025-Q1	Decreased	1M	-2.1%	$72.1M	0.6%	$68.88	0
2024-Q4	Decreased	1M	-1.8%	$74.4M	0.6%	$69.59	0
2024-Q3	Decreased	1.1M	-9.0%	$89.3M	0.8%	$81.44	0
2024-Q2	Decreased	1.2M	-4.0%	$82.2M	0.9%	$67.77	0
2024-Q1	Increased	1.2M	+1.3%	$77.3M	0.9%	$60.77	42
2023-Q4	Decreased	1.2M	-1.8%	$72.6M	0.9%	$57.24	0
2023-Q3	Increased	1.2M	+209x	$69.7M	1.1%	$53.55	75
2023-Q2	Decreased	5,784	-99.9%	$91.1M	1.3%	$67.59	0
2023-Q1	Increased	6.5M	+9415.9%	$322.2M	5.5%	$70.64	97
2022-Q4	Decreased	68,267	-1.6%	$5.7M	0.1%	$76.61	0
2022-Q3	Increased	69,359	+152.8%	$5.4M	0.1%	$72.92	52
2022-Q2	Increased	27,434	+9.0%	$2.1M	0.0%	$68.96	28
2022-Q1	Decreased	25,160	-5.0%	$2.1M	0.0%	$77.14	0
2021-Q4	Increased	26,470	+1.6%	$2.5M	0.1%	$83.24	27
2021-Q3	Increased	26,045	+6.5%	$2M	0.1%	$69.99	28
2021-Q2	Increased	24,456	+37.0%	$1.8M	0.0%	$65.88	34
2021-Q1	Increased	17,852	+2.6%	$1.4M	0.0%	$65.65	26
2020-Q4	Increased	17,405	+286.4%	$1.3M	0.0%	$66.80	41
2020-Q3	Increased	4,505	+4.0%	$1.3M	0.1%	$61.99	26
2020-Q2	Decreased	4,334	-10.9%	$1M	0.0%	$51.90	0
2020-Q1	Increased	4,862	+24.5%	$1.2M	0.1%	$53.30	31
2019-Q4	Increased	3,904	+152.5%	$945,000	0.0%	$52.01	40
2019-Q3	Increased	1,546	+1.4%	$360,000	0.0%	$49.58	24
2019-Q2	Decreased	1,524	-0.8%	$312,000	0.0%	$43.68	0
2019-Q1	Decreased	1,536	-15.0%	$297,000	0.0%	$40.96	0
2018-Q4	New	1,807	-	$314,000	0.0%	$36.35	32