Pathway Financial Advisors’s NextEra Energy NEE Stock Holding History

Pathway Financial Advisors’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
2025 Q2	–	Sell	-5,575	Closed	-$395K	–	161
2025 Q1	$395K	Buy	5,575 +84	+2%	+$5.93K	0.07%	110
2024 Q4	$394K	Buy	5,491 +341	+7%	+$26.5K	0.09%	107
2024 Q3	$435K	Buy	5,150 +30	+0.6%	+$2.34K	0.11%	98
2024 Q2	$363K	Hold	5,120	–	–	0.1%	108
2024 Q1	$327K	Sell	5,120 -8	-0.2%	-$469	0.09%	117
2023 Q4	$311K	Sell	5,128 -164	-3%	-$9.35K	0.09%	114
2023 Q3	$303K	Buy	5,292 +164	+3%	+$11.4K	0.1%	102
2023 Q2	$380K	Buy	5,128 +8	+0.2%	+$606	0.12%	83
2023 Q1	$395K	Hold	5,120	–	–	0.13%	80
2022 Q4	$428K	Hold	5,120	–	–	0.13%	70
2022 Q3	$401K	Hold	5,120	–	–	0.14%	73
2022 Q2	$397K	Hold	5,120	–	–	0.17%	71
2022 Q1	$434K	Hold	5,120	–	–	0.16%	71
2021 Q4	$400K	Buy	+5,120	New	+$442K	0.14%	77
2021 Q1	$380K	Hold	5,120	–	–	0.15%	76
2020 Q4	$376K	Hold	5,120	–	–	0.16%	67
2020 Q3	$362K	Hold	5,120	–	–	0.14%	61
2020 Q2	$307K	Sell	5,120 -1,000	-16%	-$59.9K	0.09%	68
2020 Q1	$339K	Hold	6,120	–	–	0.11%	58
2019 Q4	$393K	Buy	6,120 +2,000	+49%	+$117K	0.11%	68
2019 Q3	$229K	Hold	4,120	–	–	0.07%	94
2019 Q2	$211K	Buy	+4,120	New	+$203K	0.06%	97
2018 Q3	–	Sell	-4,120	Closed	-$172K	–	268
2018 Q2	$172K	Hold	4,120	–	–	0.1%	101
2018 Q1	$168K	Hold	4,120	–	–	0.1%	99
2017 Q4	$161K	Buy	+4,120	New	+$159K	0.09%	106

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathway Financial Advisors's NEE Position: Q2 2025 in Review

Pathway Financial Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 5,575 shares — an estimated $395K sold.

Pathway Financial Advisors first reported a position in NEE in Q4 2017 and held it in 25 quarters. The position peaked at $435K in Q3 2024. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Pathway Financial Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Pathway Financial Advisors sold 5,575 NextEra Energy shares in Q2 2025, an estimated $395K.
Pathway Financial Advisors first reported a position in NextEra Energy in Q4 2017 and held it in 25 quarters.
Pathway Financial Advisors's NextEra Energy position peaked at $435K in Q3 2024.
2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.