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Triangle Securities Wealth Management’s NextEra Energy NEE Stock Holding History

Triangle Securities 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 		$3.14M Sell
35,800
-1,073
-3% -$97.1K 0.62% 49
2026
Q1 		$3.42M Sell
36,873
-1,161
-3% -$103K 0.78% 39
2025
Q4 		$3.05M Sell
38,034
-383
-1% -$31.7K 0.64% 46
2025
Q3 		$2.9M Buy
38,417
+8,420
+28% +$615K 0.66% 45
2025
Q2 		$2.08M Sell
29,997
-5,547
-16% -$385K 0.51% 58
2025
Q1 		$2.52M Buy
35,544
+1,844
+5% +$130K 0.65% 45
2024
Q4 		$2.42M Sell
33,700
-751
-2% -$58.3K 0.62% 48
2024
Q3 		$2.91M Hold
34,451
– – 0.75% 35
2024
Q2 		$2.44M Sell
34,451
-164
-0.5% -$11.6K 0.69% 39
2024
Q1 		$2.21M Buy
34,615
+252
+0.7% +$14.8K 0.63% 47
2023
Q4 		$2.09M Sell
34,363
-4,908
-12% -$280K 0.65% 45
2023
Q3 		$2.25M Buy
39,271
+114
+0.3% +$7.89K 0.8% 33
2023
Q2 		$2.91M Buy
39,157
+9,517
+32% +$721K 1% 25
2023
Q1 		$2.28M Buy
29,640
+667
+2% +$51.3K 0.82% 31
2022
Q4 		$2.42M Sell
28,973
-437
-1% -$35.3K 0.89% 33
2022
Q3 		$2.31M Sell
29,410
-55
-0.2% -$4.67K 0.94% 34
2022
Q2 		$2.28M Buy
29,465
+2,262
+8% +$172K 0.89% 34
2022
Q1 		$2.3M Sell
27,203
-168
-0.6% -$13.5K 0.77% 36
2021
Q4 		$2.56M Sell
27,371
-245
-0.9% -$21.2K 0.8% 33
2021
Q3 		$2.17M Hold
27,616
– – 0.74% 39
2021
Q2 		$2.02M Sell
27,616
-135
-0.5% -$10.1K 0.68% 46
2021
Q1 		$2.1M Sell
27,751
-450
-2% -$35.1K 0.76% 42
2020
Q4 		$2.18M Sell
28,201
-311
-1% -$23.3K 0.86% 31
2020
Q3 		$1.98M Sell
28,512
-60
-0.2% -$4.14K 0.89% 32
2020
Q2 		$1.72M Sell
28,572
-500
-2% -$29.9K 0.82% 39
2020
Q1 		$1.75M Sell
29,072
-1,752
-6% -$110K 1.01% 31
2019
Q4 		$1.87M Sell
30,824
-60
-0.2% -$3.5K 0.81% 38
2019
Q3 		$1.8M Sell
30,884
-312
-1% -$16.9K 0.88% 36
2019
Q2 		$1.63M Sell
31,196
-3,076
-9% -$151K 0.83% 39
2019
Q1 		$1.66M Sell
34,272
-744
-2% -$34K 0.87% 40
2018
Q4 		$1.52M Sell
35,016
-504
-1% -$22K 0.9% 39
2018
Q3 		$1.49M Sell
35,520
-156
-0.4% -$6.64K 0.79% 41
2018
Q2 		$1.49M Sell
35,676
-532
-1% -$21.5K 0.83% 41
2018
Q1 		$1.48M Sell
36,208
-1,516
-4% -$58.5K 0.85% 41
2017
Q4 		$1.47M Sell
37,724
-552
-1% -$21.3K 0.84% 41
2017
Q3 		$1.4M Sell
38,276
-1,372
-3% -$50.3K 0.83% 41
2017
Q2 		$1.39M Sell
39,648
-880
-2% -$30.1K 0.92% 38
2017
Q1 		$1.3M Sell
40,528
-380
-0.9% -$11.9K 0.83% 39
2016
Q4 		$1.22M Sell
40,908
-80
-0.2% -$2.39K 0.82% 45
2016
Q3 		$1.25M Sell
40,988
-1,580
-4% -$49.8K 0.87% 42
2016
Q2 		$1.39M Sell
42,568
-7,880
-16% -$237K 1.04% 35
2016
Q1 		$1.49M Sell
50,448
-920
-2% -$25.8K 0.97% 35
2015
Q4 		$1.33M Sell
51,368
-1,060
-2% -$26.8K 0.89% 39
2015
Q3 		$1.28M Sell
52,428
-1,420
-3% -$36.1K 0.97% 34
2015
Q2 		$1.32M Sell
53,848
-4,300
-7% -$109K 0.93% 36
2015
Q1 		$1.51M Sell
58,148
-1,968
-3% -$51.9K 1.05% 31
2014
Q4 		$1.6M Sell
60,116
-1,840
-3% -$46.5K 1.14% 25
2014
Q3 		$1.45M Sell
61,956
-500
-0.8% -$12.1K 1.12% 25
2014
Q2 		$1.6M Sell
62,456
-8,540
-12% -$208K 1.23% 22
2014
Q1 		$1.38M Buy
70,996
+7,860
+12% +$178K 1.24% 27
2013
Q4 		$1.35M Sell
63,136
-1,372
-2% -$28.9K 1.1% 28
2013
Q3 		$1.29M Sell
64,508
-7,388
-10% -$152K 1.13% 29
2013
Q2 		$1.47M Buy
+71,896
New +$1.43M 1.08% 24

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Triangle Securities Wealth Management's NEE Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its NextEra Energy (NEE) stake by 2.9% in Q2 2026, selling an estimated $97.1K and leaving 35,800 shares worth $3.14M. The position accounts for 0.62% of the portfolio, ranked #49.

Triangle Securities Wealth Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.42M in Q1 2026. 587 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Triangle Securities Wealth Management held 35,800 shares of NextEra Energy worth $3.14M as of Q2 2026.
  • Triangle Securities Wealth Management sold 1,073 NextEra Energy shares in Q2 2026, an estimated $97.1K.
  • NextEra Energy made up 0.62% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Triangle Securities Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Triangle Securities Wealth Management's NextEra Energy position peaked at $3.42M in Q1 2026.
  • 587 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.