BluePath Capital Management’s NextEra Energy NEE Stock Holding History

BluePath Capital Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	15,049 -980	-6%	-$88.6K	0.72%	42
2026 Q1	$1.49M	Sell	16,029 -1,701	-10%	-$151K	1.03%	19
2025 Q4	$1.42M	Sell	17,730 -10,237	-37%	-$848K	0.96%	22
2025 Q3	$2.11M	Buy	27,967 +4,965	+22%	+$363K	1.54%	11
2025 Q2	$1.6M	Buy	23,002 +2,284	+11%	+$159K	1.4%	12
2025 Q1	$1.47M	Sell	20,718 -5,294	-20%	-$374K	1.53%	12
2024 Q4	$1.74M	Buy	26,012 +4,344	+20%	+$337K	0.94%	20
2024 Q3	$1.83M	Buy	21,668 +1,472	+7%	+$115K	1.13%	18
2024 Q2	$1.43M	Buy	20,196 +12,348	+157%	+$876K	1%	20
2024 Q1	$502K	Buy	7,848 +1,574	+25%	+$92.2K	0.38%	69
2023 Q4	$391K	Buy	6,274 +5,304	+547%	+$302K	0.33%	70
2023 Q3	$55.6K	Buy	+970	New	+$67.2K	0.05%	181

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

BluePath Capital Management's NEE Position: Q2 2026 in Review

BluePath Capital Management reduced its NextEra Energy (NEE) stake by 6.1% in Q2 2026, selling an estimated $88.6K and leaving 15,049 shares worth $1.32M. The position accounts for 0.72% of the portfolio, ranked #42.

BluePath Capital Management first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q3 2025. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

BluePath Capital Management held 15,049 shares of NextEra Energy worth $1.32M as of Q2 2026.
BluePath Capital Management sold 980 NextEra Energy shares in Q2 2026, an estimated $88.6K.
NextEra Energy made up 0.72% of BluePath Capital Management's portfolio in Q2 2026, its #42 holding.
BluePath Capital Management first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
BluePath Capital Management's NextEra Energy position peaked at $2.11M in Q3 2025.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.