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TRB Wealth Management’s NextEra Energy NEE Stock Holding History

TRB Wealth Management’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 		$585K Sell
6,662
-4,904
-42% -$444K 0.08% 129
2026
Q1 		$1.07M Buy
+11,566
New +$1.03M 0.15% 84

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRB Wealth Management's NEE Position: Q2 2026 in Review

TRB Wealth Management reduced its NextEra Energy (NEE) stake by 42% in Q2 2026, selling an estimated $444K and leaving 6,662 shares worth $585K. The position accounts for 0.08% of the portfolio, ranked #129.

TRB Wealth Management first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TRB Wealth Management held 6,662 shares of NextEra Energy worth $585K as of Q2 2026.
  • TRB Wealth Management sold 4,904 NextEra Energy shares in Q2 2026, an estimated $444K.
  • NextEra Energy made up 0.08% of TRB Wealth Management's portfolio in Q2 2026, its #129 holding.
  • TRB Wealth Management first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's NextEra Energy position peaked at $1.07M in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.