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 Q2	–	Sell	-3,923	Closed	-$364K	–	803
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 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 Funds Management's NEE Position: Q2 2026 in Review

Catalyst Funds Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,923 shares — an estimated $364K sold.

Catalyst Funds Management first reported a position in NEE in Q3 2024 and held it in 2 quarters. The position peaked at $1.12M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Catalyst Funds Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 3,923 NextEra Energy shares in Q2 2026, an estimated $364K.
Catalyst Funds Management first reported a position in NextEra Energy in Q3 2024 and held it in 2 quarters.
Catalyst Funds Management's NextEra Energy position peaked at $1.12M in Q3 2024.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.