Catalina Capital Group’s NextEra Energy NEE Stock Holding History

Catalina Capital Group’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
2025 Q1	–	Sell	-10,960	Closed	-$786K	–	303
2024 Q4	$786K	Buy	10,960 +269	+3%	+$20.9K	0.26%	74
2024 Q3	$904K	Buy	10,691 +1,008	+10%	+$78.7K	0.3%	62
2024 Q2	$686K	Buy	9,683 +5,498	+131%	+$390K	0.26%	79
2024 Q1	$267K	Buy	+4,185	New	+$245K	0.11%	199

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catalina Capital Group's NEE Position: Q1 2025 in Review

Catalina Capital Group sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 10,960 shares — an estimated $786K sold.

Catalina Capital Group first reported a position in NEE in Q1 2024 and held it in 4 quarters. The position peaked at $904K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Catalina Capital Group reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Catalina Capital Group sold 10,960 NextEra Energy shares in Q1 2025, an estimated $786K.
Catalina Capital Group first reported a position in NextEra Energy in Q1 2024 and held it in 4 quarters.
Catalina Capital Group's NextEra Energy position peaked at $904K in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.