Catalyst Financial Partners’s NextEra Energy NEE Stock Holding History

Catalyst Financial Partners’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	$1.06M	Sell	12,052 -1,046	-8%	-$94.6K	0.1%	113
2026 Q1	$1.22M	Buy	13,098 +446	+4%	+$39.7K	0.14%	92
2025 Q4	$1.02M	Buy	12,652 +409	+3%	+$33.9K	0.11%	96
2025 Q3	$924K	Buy	12,243 +936	+8%	+$68.4K	0.11%	99
2025 Q2	$785K	Sell	11,307 -260	-2%	-$18.1K	0.09%	104
2025 Q1	$820K	Sell	11,567 -39	-0.3%	-$2.75K	0.15%	84
2024 Q4	$832K	Buy	11,606 +65	+0.6%	+$5.05K	0.16%	81
2024 Q3	$976K	Sell	11,541 -40	-0.3%	-$3.12K	0.19%	72
2024 Q2	$820K	Buy	11,581 +646	+6%	+$45.8K	0.18%	74
2024 Q1	$698K	Buy	10,935 +1,475	+16%	+$86.4K	0.18%	78
2023 Q4	$575K	Buy	9,460 +388	+4%	+$22.1K	0.16%	84
2023 Q3	$520K	Buy	9,072 +866	+11%	+$60K	0.17%	87
2023 Q2	$609K	Buy	8,206 +495	+6%	+$37.5K	0.22%	71
2023 Q1	$594K	Buy	7,711 +388	+5%	+$29.8K	0.25%	65
2022 Q4	$612K	Buy	+7,323	New	+$592K	0.31%	51

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Catalyst Financial Partners's NEE Position: Q2 2026 in Review

Catalyst Financial Partners reduced its NextEra Energy (NEE) stake by 8% in Q2 2026, selling an estimated $94.6K and leaving 12,052 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #113.

Catalyst Financial Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Catalyst Financial Partners held 12,052 shares of NextEra Energy worth $1.06M as of Q2 2026.
Catalyst Financial Partners sold 1,046 NextEra Energy shares in Q2 2026, an estimated $94.6K.
NextEra Energy made up 0.1% of Catalyst Financial Partners's portfolio in Q2 2026, its #113 holding.
Catalyst Financial Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Catalyst Financial Partners's NextEra Energy position peaked at $1.22M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.