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 Q2	$1.98M	Sell	22,587 -145	-0.6%	-$13.1K	0.23%	98
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Premier Path Wealth Partners's NEE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its NextEra Energy (NEE) stake by 0.64% in Q2 2026, selling an estimated $13.1K and leaving 22,587 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #98.

Premier Path Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Premier Path Wealth Partners held 22,587 shares of NextEra Energy worth $1.98M as of Q2 2026.
Premier Path Wealth Partners sold 145 NextEra Energy shares in Q2 2026, an estimated $13.1K.
NextEra Energy made up 0.23% of Premier Path Wealth Partners's portfolio in Q2 2026, its #98 holding.
Premier Path Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's NextEra Energy position peaked at $2.11M in Q1 2026.
3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.