Triad Financial Advisors’s NextEra Energy NEE Stock Holding History

Triad Financial 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
2023 Q3	$219K	Buy	3,819 +480	+14%	+$33.2K	0.08%	95
2023 Q2	$248K	Buy	3,339 +1	+0%	+$76	0.1%	86
2023 Q1	$257K	Sell	3,338 -3	-0.1%	-$231	0.11%	83
2022 Q4	$279K	Buy	3,341 +20	+0.6%	+$1.62K	0.12%	85
2022 Q3	$260K	Buy	3,321 +6	+0.2%	+$509	0.14%	82
2022 Q2	$257K	Sell	3,315 -61	-2%	-$4.64K	0.14%	86
2022 Q1	$286K	Sell	3,376 -623	-16%	-$49.9K	0.15%	78
2021 Q4	$373K	Buy	+3,999	New	+$346K	0.22%	67

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triad Financial Advisors's NEE Position: Q3 2023 in Review

Triad Financial Advisors increased its NextEra Energy (NEE) stake by 14% in Q3 2023, buying an estimated $33.2K and bringing the position to 3,819 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #95.

Triad Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. The position peaked at $373K in Q4 2021. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Triad Financial Advisors held 3,819 shares of NextEra Energy worth $219K as of Q3 2023.
Triad Financial Advisors bought 480 NextEra Energy shares in Q3 2023, an estimated $33.2K.
NextEra Energy made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #95 holding.
Triad Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's NextEra Energy position peaked at $373K in Q4 2021.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.