Trifecta Capital Advisors’s NextEra Energy NEE Stock Holding History

Trifecta Capital Advisors’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	$155K	Buy	1,770 +6	+0.3%	+$543	0.02%	126
2026 Q1	$164K	Hold	1,764	–	–	0.03%	120
2025 Q4	$142K	Sell	1,764 -85	-5%	-$7.04K	0.02%	124
2025 Q3	$140K	Buy	1,849 +104	+6%	+$7.6K	0.02%	128
2025 Q2	$121K	Buy	1,745 +660	+61%	+$45.8K	0.02%	135
2025 Q1	$76.9K	Hold	1,085	–	–	0.02%	115
2024 Q4	$77.8K	Hold	1,085	–	–	0.02%	115
2024 Q3	$91.7K	Hold	1,085	–	–	0.02%	110
2024 Q2	$76.8K	Buy	1,085 +640	+144%	+$45.4K	0.02%	117
2024 Q1	$28.4K	Sell	445 -93	-17%	-$5.45K	0.01%	159
2023 Q4	$32.7K	Buy	538 +1	+0.2%	+$57	0.01%	155
2023 Q3	$30.8K	Buy	537 +113	+27%	+$7.82K	0.01%	159
2023 Q2	$31.5K	Hold	424	–	–	0.01%	169
2023 Q1	$32.7K	Hold	424	–	–	0.01%	163
2022 Q4	$35.4K	Buy	+424	New	+$34.3K	0.01%	144

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

Trifecta Capital Advisors's NEE Position: Q2 2026 in Review

Trifecta Capital Advisors increased its NextEra Energy (NEE) stake by 0.34% in Q2 2026, buying an estimated $543 and bringing the position to 1,770 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #126.

Trifecta Capital Advisors first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $164K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trifecta Capital Advisors held 1,770 shares of NextEra Energy worth $155K as of Q2 2026.
Trifecta Capital Advisors bought 6 NextEra Energy shares in Q2 2026, an estimated $543.
NextEra Energy made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #126 holding.
Trifecta Capital Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Trifecta Capital Advisors's NextEra Energy position peaked at $164K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.