Pathway Financial Advisers’s NextEra Energy NEE Stock Holding History

Pathway Financial Advisers’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	$1.79M	Buy	20,399 +528	+3%	+$47.8K	0.45%	75
2026 Q1	$1.85M	Buy	19,871 +961	+5%	+$85.4K	0.52%	67
2025 Q4	$1.52M	Buy	18,910 +774	+4%	+$64.1K	0.44%	78
2025 Q3	$1.37M	Buy	18,136 +1,861	+11%	+$136K	0.4%	80
2025 Q2	$1.13M	Buy	16,275 +1,270	+8%	+$88.2K	0.37%	87
2025 Q1	$1.06M	Buy	15,005 +2,124	+16%	+$150K	0.36%	85
2024 Q4	$923K	Buy	12,881 +330	+3%	+$25.6K	0.31%	93
2024 Q3	$1.06M	Buy	12,551 +796	+7%	+$62.1K	0.48%	67
2024 Q2	$831K	Buy	11,755 +1,511	+15%	+$107K	0.3%	98
2024 Q1	$655K	Buy	10,244 +595	+6%	+$34.9K	0.24%	111
2023 Q4	$586K	Buy	9,649 +321	+3%	+$18.3K	0.22%	112
2023 Q3	$535K	Buy	+9,328	New	+$646K	0.22%	111
2023 Q1	$710K	Buy	9,207 +40	+0.4%	+$3.08K	0.29%	92
2022 Q4	$766K	Buy	+9,167	New	+$741K	0.31%	88

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Pathway Financial Advisers's NEE Position: Q2 2026 in Review

Pathway Financial Advisers increased its NextEra Energy (NEE) stake by 2.7% in Q2 2026, buying an estimated $47.8K and bringing the position to 20,399 shares worth $1.79M. The position accounts for 0.45% of the portfolio, ranked #75.

Pathway Financial Advisers first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Pathway Financial Advisers held 20,399 shares of NextEra Energy worth $1.79M as of Q2 2026.
Pathway Financial Advisers bought 528 NextEra Energy shares in Q2 2026, an estimated $47.8K.
NextEra Energy made up 0.45% of Pathway Financial Advisers's portfolio in Q2 2026, its #75 holding.
Pathway Financial Advisers first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's NextEra Energy position peaked at $1.85M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.