CATALYST FINANCIAL PARTNERS LLC

Position in NEE — Nextera Energy Inc

CIK 1927537 BOSTON, MA

Position in NEE

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,057,804

-$158,738 QoQ

Shares Held

12,052

-8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,575

of 3,000 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,733,351 across 13 Utilities - Regulated Electric names. NEE ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	10,209	$1,129,421
2	NEE	Nextera Energy Inc This page	12,052	$1,057,804
3	DUK	Duke Energy CORP	7,920	$1,002,513
4	D	Dominion Energy, Inc	9,978	$681,397
5	SO	Southern Co	6,300	$602,973
6	EXC	Exelon Corp	12,172	$567,458
7	AEP	American Electric Power Co Inc	2,497	$341,614
8	ES	Eversource Energy	3,810	$275,348

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,057,804	12,052	-8.0%	Shares	Sole	2026-07-30
2026-03-31	$1,216,542	13,098	+3.5%	Shares	Sole	2026-05-12
2025-12-31	$1,015,702	12,652	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$924,224	12,243	+8.3%	Shares	Sole	2025-11-12
2025-06-30	$784,931	11,307	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$819,984	11,567	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$832,034	11,606	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$975,560	11,541	-0.3%	Shares	Sole	2024-10-28
2024-06-30	$820,050	11,581	+5.9%	Shares	Sole	2024-07-25
2024-03-31	$698,855	10,935	+15.6%	Shares	Sole	2024-04-23
2023-12-31	$574,600	9,460	+4.3%	Shares	Sole	2024-02-07
2023-09-30	$519,734	9,072	+10.6%	Shares	Sole	2023-10-26
2023-06-30	$608,885	8,206	+6.4%	Shares	Sole	2023-08-02
2023-03-31	$594,363	7,711	+5.3%	Shares	Sole	2023-04-11
2022-12-31	$612,202	7,323	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.