Cathy Pareto & Associates’s NextEra Energy NEE Stock Holding History

Cathy Pareto & Associates’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	$447K	Buy	5,090 +1	+0%	+$90	0.26%	58
2026 Q1	$473K	Buy	5,089 +32	+0.6%	+$2.85K	0.32%	55
2025 Q4	$406K	Sell	5,057 -207	-4%	-$17.1K	0.28%	61
2025 Q3	$397K	Sell	5,264 -72	-1%	-$5.26K	0.3%	60
2025 Q2	$370K	Sell	5,336 -15	-0.3%	-$1.04K	0.31%	62
2025 Q1	$379K	Buy	5,351 +41	+0.8%	+$2.89K	0.34%	55
2024 Q4	$381K	Buy	+5,310	New	+$413K	0.35%	52

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cathy Pareto & Associates's NEE Position: Q2 2026 in Review

Cathy Pareto & Associates increased its NextEra Energy (NEE) stake by 0.02% in Q2 2026, buying an estimated $90 and bringing the position to 5,090 shares worth $447K. The position accounts for 0.26% of the portfolio, ranked #58.

Cathy Pareto & Associates first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q1 2026. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Cathy Pareto & Associates held 5,090 shares of NextEra Energy worth $447K as of Q2 2026.
Cathy Pareto & Associates bought 1 NextEra Energy share in Q2 2026, an estimated $90.
NextEra Energy made up 0.26% of Cathy Pareto & Associates's portfolio in Q2 2026, its #58 holding.
Cathy Pareto & Associates first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's NextEra Energy position peaked at $473K in Q1 2026.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.