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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catalyst Financial Partners's NEE Position: Q1 2026 in Review

Catalyst Financial Partners increased its NextEra Energy (NEE) stake by 3.5% in Q1 2026, buying an estimated $39.7K and bringing the position to 13,098 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #92.

Catalyst Financial Partners first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Catalyst Financial Partners held 13,098 shares of NextEra Energy worth $1.22M as of Q1 2026.
  • Catalyst Financial Partners bought 446 NextEra Energy shares in Q1 2026, an estimated $39.7K.
  • NextEra Energy made up 0.14% of Catalyst Financial Partners's portfolio in Q1 2026, its #92 holding.
  • Catalyst Financial Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.