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TriaGen Wealth Management’s NextEra Energy NEE Stock Holding History

TriaGen 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 		$2.33M Sell
26,493
-1,068
-4% -$96.6K 0.58% 46
2026
Q1 		$2.56M Buy
27,561
+22,342
+428% +$1.99M 0.7% 30
2025
Q4 		$419K Buy
5,219
+58
+1% +$4.8K 0.11% 127
2025
Q3 		$390K Sell
5,161
-775
-13% -$56.6K 0.1% 140
2025
Q2 		$412K Hold
5,936
– – 0.12% 126
2025
Q1 		$421K Hold
5,936
– – 0.15% 115
2024
Q4 		$426K Sell
5,936
-363
-6% -$28.2K 0.14% 114
2024
Q3 		$532K Buy
6,299
+1,903
+43% +$149K 0.18% 104
2024
Q2 		$311K Hold
4,396
– – 0.12% 133
2024
Q1 		$281K Hold
4,396
– – 0.12% 135
2023
Q4 		$267K Hold
4,396
– – 0.13% 134
2023
Q3 		$252K Sell
4,396
-35
-0.8% -$2.42K 0.13% 128
2023
Q2 		$329K Hold
4,431
– – 0.15% 124
2023
Q1 		$342K Sell
4,431
-64
-1% -$4.92K 0.17% 110
2022
Q4 		$376K Buy
4,495
+61
+1% +$4.93K 0.21% 111
2022
Q3 		$348K Buy
4,434
+9
+0.2% +$764 0.19% 109
2022
Q2 		$343K Buy
4,425
+29
+0.7% +$2.21K 0.24% 97
2022
Q1 		$372K Hold
4,396
– – 0.19% 119
2021
Q4 		$410K Hold
4,396
– – 0.2% 116
2021
Q3 		$345K Sell
4,396
-28
-0.6% -$2.26K 0.19% 127
2021
Q2 		$345K Sell
4,424
-1,704
-28% -$128K 0.18% 129
2021
Q1 		$463K Sell
6,128
-1,576
-20% -$123K 0.27% 98
2020
Q4 		$594K Buy
+7,704
New +$576K 0.35% 85

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

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

TriaGen Wealth Management reduced its NextEra Energy (NEE) stake by 3.9% in Q2 2026, selling an estimated $96.6K and leaving 26,493 shares worth $2.33M. The position accounts for 0.58% of the portfolio, ranked #46.

TriaGen Wealth Management first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TriaGen Wealth Management held 26,493 shares of NextEra Energy worth $2.33M as of Q2 2026.
  • TriaGen Wealth Management sold 1,068 NextEra Energy shares in Q2 2026, an estimated $96.6K.
  • NextEra Energy made up 0.58% of TriaGen Wealth Management's portfolio in Q2 2026, its #46 holding.
  • TriaGen Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • TriaGen Wealth Management's NextEra Energy position peaked at $2.56M in Q1 2026.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.