CFM
NEE icon

Catalyst Funds Management’s NextEra Energy NEE Stock Holding History

Catalyst Funds 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
Q1 		$364K Buy
+3,923
New +$349K 0.06% 309
2024
Q4 		– Sell
-13,300
Closed -$1.12M – 925
2024
Q3 		$1.12M Buy
+13,300
New +$1.04M 0.25% 68

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 Funds Management's NEE Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in NextEra Energy (NEE) in Q1 2026: 3,923 shares worth $364K. The stake represents 0.06% of the portfolio and ranks #309 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in NEE as recently as Q3 2024.

Catalyst Funds Management first reported a position in NEE in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.12M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Catalyst Funds Management held 3,923 shares of NextEra Energy worth $364K as of Q1 2026.
  • NextEra Energy was a new Catalyst Funds Management position in Q1 2026.
  • NextEra Energy made up 0.06% of Catalyst Funds Management's portfolio in Q1 2026, its #309 holding.
  • Catalyst Funds Management first reported a position in NextEra Energy in Q3 2024 and has held it in 2 quarters since.
  • Catalyst Funds Management's NextEra Energy position peaked at $1.12M in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.