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 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

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

Triad Wealth Partners's NEE Position: Q2 2026 in Review

Triad Wealth Partners increased its NextEra Energy (NEE) stake by 4.5% in Q2 2026, buying an estimated $228K and bringing the position to 57,905 shares worth $5.01M. The position accounts for 0.3% of the portfolio, ranked #63.

Triad Wealth Partners first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Triad Wealth Partners held 57,905 shares of NextEra Energy worth $5.01M as of Q2 2026.
Triad Wealth Partners bought 2,518 NextEra Energy shares in Q2 2026, an estimated $228K.
NextEra Energy made up 0.3% of Triad Wealth Partners's portfolio in Q2 2026, its #63 holding.
Triad Wealth Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's NextEra Energy position peaked at $5.14M in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.