Triad Wealth Partners’s NextEra Energy NEE Stock Holding History

Triad 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 Q1	$5.14M	Buy	55,387 +304	+0.6%	+$27K	0.41%	55
2025 Q4	$4.42M	Buy	55,083 +1,114	+2%	+$92.3K	0.42%	56
2025 Q3	$4.07M	Buy	53,969 +50,128	+1,305%	+$3.66M	0.53%	42
2025 Q2	$267K	Buy	3,841 +394	+11%	+$27.4K	0.05%	235
2025 Q1	$244K	Sell	3,447 -254	-7%	-$17.9K	0.08%	182
2024 Q4	$265K	Buy	+3,701	New	+$288K	0.1%	152
2024 Q3	–	Sell	-1,810	Closed	-$128K	–	596
2024 Q2	$128K	Buy	+1,810	New	+$128K	0.07%	131

Other funds holding NEE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Triad Wealth Partners's NEE Position: Q1 2026 in Review

Triad Wealth Partners increased its NextEra Energy (NEE) stake by 0.55% in Q1 2026, buying an estimated $27K and bringing the position to 55,387 shares worth $5.14M. The position accounts for 0.41% of the portfolio, ranked #55.

Triad Wealth Partners first reported a position in NEE in Q2 2024 and has held it in 7 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Triad Wealth Partners held 55,387 shares of NextEra Energy worth $5.14M as of Q1 2026.
Triad Wealth Partners bought 304 NextEra Energy shares in Q1 2026, an estimated $27K.
NextEra Energy made up 0.41% of Triad Wealth Partners's portfolio in Q1 2026, its #55 holding.
Triad Wealth Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 7 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.