Premier Path Wealth Partners’s NextEra Energy NEE Stock Holding History

Premier Path Wealth Partners’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 Q1	$2.11M	Buy	22,732 +471	+2%	+$41.9K	0.28%	86
2025 Q4	$1.79M	Sell	22,261 -545	-2%	-$45.1K	0.23%	93
2025 Q3	$1.72M	Buy	22,806 +30	+0.1%	+$2.19K	0.22%	98
2025 Q2	$1.58M	Buy	22,776 +331	+1%	+$23K	0.22%	106
2025 Q1	$1.59M	Buy	22,445 +166	+0.7%	+$11.7K	0.25%	96
2024 Q4	$1.6M	Sell	22,279 -840	-4%	-$65.3K	0.24%	94
2024 Q3	$1.95M	Sell	23,119 -829	-3%	-$64.7K	0.31%	79
2024 Q2	$1.7M	Buy	23,948 +4,553	+23%	+$323K	0.29%	84
2024 Q1	$1.24M	Buy	19,395 +1,515	+8%	+$88.8K	0.23%	111
2023 Q4	$1.09M	Buy	+17,880	New	+$1.02M	0.24%	107

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Premier Path Wealth Partners's NEE Position: Q1 2026 in Review

Premier Path Wealth Partners increased its NextEra Energy (NEE) stake by 2.1% in Q1 2026, buying an estimated $41.9K and bringing the position to 22,732 shares worth $2.11M. The position accounts for 0.28% of the portfolio, ranked #86.

Premier Path Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Premier Path Wealth Partners held 22,732 shares of NextEra Energy worth $2.11M as of Q1 2026.
Premier Path Wealth Partners bought 471 NextEra Energy shares in Q1 2026, an estimated $41.9K.
NextEra Energy made up 0.28% of Premier Path Wealth Partners's portfolio in Q1 2026, its #86 holding.
Premier Path Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.