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 Q3	$2.2M	Sell	29,042 -28,863	-50%	-$2.44M	0.12%	112
2026 Q2	$5.01M	Buy	57,905 +2,518	+5%	+$228K	0.3%	63
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Triad Wealth Partners's NEE Position: Q3 2026 in Review

Triad Wealth Partners reduced its NextEra Energy (NEE) stake by 50% in Q3 2026, selling an estimated $2.44M and leaving 29,042 shares worth $2.2M. The position accounts for 0.12% of the portfolio, ranked #112.

Triad Wealth Partners first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.14M in Q1 2026. 2,209 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Triad Wealth Partners held 29,042 shares of NextEra Energy worth $2.2M as of Q3 2026.
Triad Wealth Partners sold 28,863 NextEra Energy shares in Q3 2026, an estimated $2.44M.
NextEra Energy made up 0.12% of Triad Wealth Partners's portfolio in Q3 2026, its #112 holding.
Triad Wealth Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's NextEra Energy position peaked at $5.14M in Q1 2026.
2,209 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.