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Pathfinder Wealth Consulting’s NextEra Energy NEE Stock Holding History

Pathfinder Wealth Consulting’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
-4,314
Closed -$401K – 100
2026
Q1 		$401K Sell
4,314
-56
-1% -$4.98K 0.26% 91
2025
Q4 		$351K Buy
+4,370
New +$362K 0.22% 98

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Pathfinder Wealth Consulting's NEE Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 4,314 shares — an estimated $401K sold.

Pathfinder Wealth Consulting first reported a position in NEE in Q4 2025 and held it in 2 quarters. The position peaked at $401K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 4,314 NextEra Energy shares in Q2 2026, an estimated $401K.
  • Pathfinder Wealth Consulting first reported a position in NextEra Energy in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's NextEra Energy position peaked at $401K in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.