Trail Ridge Investment Advisors’s NextEra Energy NEE Stock Holding History

Trail Ridge Investment 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
2026 Q2	$1.79M	Sell	20,424 -281	-1%	-$25.4K	0.76%	30
2026 Q1	$1.92M	Buy	20,705 +287	+1%	+$25.5K	0.84%	30
2025 Q4	$1.64M	Buy	20,418 +178	+0.9%	+$14.7K	0.7%	34
2025 Q3	$1.53M	Buy	20,240 +911	+5%	+$66.6K	0.69%	35
2025 Q2	$1.37M	Buy	19,329 +292	+2%	+$20.3K	0.66%	39
2025 Q1	$1.35M	Sell	19,037 -174	-0.9%	-$12.3K	0.7%	38
2024 Q4	$1.38M	Buy	19,211 +66	+0.3%	+$5.13K	0.65%	41
2024 Q3	$1.63M	Sell	19,145 -116	-0.6%	-$9.05K	0.78%	38
2024 Q2	$1.36M	Buy	19,261 +566	+3%	+$40.2K	0.71%	41
2024 Q1	$1.19M	Buy	18,695 +1,341	+8%	+$78.6K	0.68%	41
2023 Q4	$1.05M	Sell	17,354 -391	-2%	-$22.3K	0.65%	46
2023 Q3	$1.02M	Sell	17,745 -115	-0.6%	-$7.96K	0.69%	44
2023 Q2	$1.33M	Sell	17,860 -543	-3%	-$41.1K	0.82%	42
2023 Q1	$1.42M	Sell	18,403 -885	-5%	-$68.1K	0.93%	33
2022 Q4	$1.61M	Buy	19,288 +102	+0.5%	+$8.24K	1.11%	29
2022 Q3	$1.6M	Sell	19,186 -518	-3%	-$43.9K	1.06%	30
2022 Q2	$1.53M	Sell	19,704 -41	-0.2%	-$3.12K	1.03%	29
2022 Q1	$1.67M	Sell	19,745 -230	-1%	-$18.4K	1.03%	26
2021 Q4	$1.86M	Buy	+19,975	New	+$1.73M	1.12%	25

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

Trail Ridge Investment Advisors's NEE Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its NextEra Energy (NEE) stake by 1.4% in Q2 2026, selling an estimated $25.4K and leaving 20,424 shares worth $1.79M. The position accounts for 0.76% of the portfolio, ranked #30.

Trail Ridge Investment Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trail Ridge Investment Advisors held 20,424 shares of NextEra Energy worth $1.79M as of Q2 2026.
Trail Ridge Investment Advisors sold 281 NextEra Energy shares in Q2 2026, an estimated $25.4K.
NextEra Energy made up 0.76% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #30 holding.
Trail Ridge Investment Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Trail Ridge Investment Advisors's NextEra Energy position peaked at $1.92M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.