Paladin Wealth’s NextEra Energy NEE Stock Holding History

Paladin Wealth’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	$654K	Buy	7,453 +1,243	+20%	+$112K	0.38%	78
2026 Q1	$577K	Sell	6,210 -756	-11%	-$67.2K	0.4%	84
2025 Q4	$559K	Sell	6,966 -2,891	-29%	-$239K	0.38%	90
2025 Q3	$744K	Sell	9,857 -213	-2%	-$15.6K	0.54%	68
2025 Q2	$699K	Buy	10,070 +814	+9%	+$56.5K	0.54%	79
2025 Q1	$656K	Buy	9,256 +744	+9%	+$52.5K	0.59%	74
2024 Q4	$610K	Buy	8,512 +997	+13%	+$77.5K	0.53%	74
2024 Q3	$635K	Buy	+7,515	New	+$586K	0.56%	64

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Paladin Wealth's NEE Position: Q2 2026 in Review

Paladin Wealth increased its NextEra Energy (NEE) stake by 20% in Q2 2026, buying an estimated $112K and bringing the position to 7,453 shares worth $654K. The position accounts for 0.38% of the portfolio, ranked #78.

Paladin Wealth first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $744K in Q3 2025. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Paladin Wealth held 7,453 shares of NextEra Energy worth $654K as of Q2 2026.
Paladin Wealth bought 1,243 NextEra Energy shares in Q2 2026, an estimated $112K.
NextEra Energy made up 0.38% of Paladin Wealth's portfolio in Q2 2026, its #78 holding.
Paladin Wealth first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's NextEra Energy position peaked at $744K in Q3 2025.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.