Pathstone Holdings
NEE icon

Pathstone Holdings’s NextEra Energy NEE Stock Holding History

Pathstone Holdings’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 		$25.2M Buy
286,279
+2,958
+1% +$268K 0.07% 178
2026
Q1 		$26.3M Buy
283,321
+2,699
+1% +$240K 0.1% 145
2025
Q4 		$22.5M Buy
280,622
+21,222
+8% +$1.76M 0.09% 161
2025
Q3 		$19.6M Sell
259,400
-5,279
-2% -$386K 0.07% 184
2025
Q2 		$18.4M Buy
264,679
+2,318
+0.9% +$161K 0.07% 183
2025
Q1 		$18.5M Sell
262,361
-4,458
-2% -$315K 0.08% 184
2024
Q4 		$19.1M Sell
266,819
-18,771
-7% -$1.46M 0.08% 166
2024
Q3 		$24.1M Buy
285,590
+11,971
+4% +$934K 0.11% 136
2024
Q2 		$19.4M Buy
273,619
+42,377
+18% +$3.01M 0.09% 158
2024
Q1 		$14.8M Buy
231,242
+23,248
+11% +$1.36M 0.07% 208
2023
Q4 		$12.6M Buy
+207,994
New +$11.9M 0.07% 220

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings's NEE Position: Q2 2026 in Review

Pathstone Holdings increased its NextEra Energy (NEE) stake by 1% in Q2 2026, buying an estimated $268K and bringing the position to 286,279 shares worth $25.2M. The position accounts for 0.07% of the portfolio, ranked #178.

Pathstone Holdings first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $26.3M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Pathstone Holdings held 286,279 shares of NextEra Energy worth $25.2M as of Q2 2026.
  • Pathstone Holdings bought 2,958 NextEra Energy shares in Q2 2026, an estimated $268K.
  • NextEra Energy made up 0.07% of Pathstone Holdings's portfolio in Q2 2026, its #178 holding.
  • Pathstone Holdings first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's NextEra Energy position peaked at $26.3M in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.