Triasima Portfolio Management’s NextEra Energy NEE Stock Holding History

Triasima Portfolio 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
2025 Q2	–	Sell	-9,740	Closed	-$690K	–	155
2025 Q1	$690K	Hold	9,740	–	–	0.14%	112
2024 Q4	$698K	Buy	+9,740	New	+$757K	0.14%	114
2022 Q2	–	Sell	-5,784	Closed	-$490K	–	156
2022 Q1	$490K	Sell	5,784 -12,981	-69%	-$1.04M	0.02%	125
2021 Q4	$1.75M	Buy	18,765 +6,025	+47%	+$521K	0.08%	98
2021 Q3	$1M	Sell	12,740 -350	-3%	-$28.2K	0.05%	108
2021 Q2	$959K	Sell	13,090 -12,223	-48%	-$917K	0.05%	119
2021 Q1	$1.91M	Sell	25,313 -9,300	-27%	-$726K	0.1%	97
2020 Q4	$2.67M	Buy	+34,613	New	+$2.59M	0.15%	64

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Triasima Portfolio Management's NEE Position: Q2 2025 in Review

Triasima Portfolio Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 9,740 shares — an estimated $690K sold.

Triasima Portfolio Management first reported a position in NEE in Q4 2020 and held it in 8 quarters. The position peaked at $2.67M in Q4 2020. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Triasima Portfolio Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Triasima Portfolio Management sold 9,740 NextEra Energy shares in Q2 2025, an estimated $690K.
Triasima Portfolio Management first reported a position in NextEra Energy in Q4 2020 and held it in 8 quarters.
Triasima Portfolio Management's NextEra Energy position peaked at $2.67M in Q4 2020.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Triasima Portfolio Management's 13F filing for Q2 2025, filed 23 Jul 2025.