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Trillium Asset Management’s NextEra Energy NEE Stock Holding History

Trillium Asset 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 		$881K Sell
10,036
-153,418
-94% -$13.9M 0.03% 168
2026
Q1 		$13.9M Buy
163,454
+17,715
+12% +$1.57M 0.46% 68
2025
Q4 		$12.1M Sell
145,739
-26,455
-15% -$2.19M 0.37% 73
2025
Q3 		$13M Sell
172,194
-3,359
-2% -$245K 0.34% 79
2025
Q2 		$12.2M Sell
175,553
-2,449
-1% -$170K 0.33% 83
2025
Q1 		$12.6M Sell
178,002
-7,415
-4% -$523K 0.36% 82
2024
Q4 		$13.3M Sell
185,417
-3,457
-2% -$269K 0.34% 85
2024
Q3 		$16M Buy
188,874
+11,929
+7% +$931K 0.39% 75
2024
Q2 		$12.5M Buy
176,945
+127,274
+256% +$9.03M 0.32% 79
2024
Q1 		$3.17M Buy
49,671
+42,899
+633% +$2.51M 0.08% 153
2023
Q4 		$411K Hold
6,772
– – 0.01% 202
2023
Q3 		$388K Hold
6,772
– – 0.01% 201
2023
Q2 		$502K Hold
6,772
– – 0.01% 187
2023
Q1 		$519K Buy
6,772
+105
+2% +$8.07K 0.02% 184
2022
Q4 		$557K Sell
6,667
-59
-0.9% -$4.77K 0.02% 190
2022
Q3 		$527K Hold
6,726
– – 0.02% 182
2022
Q2 		$521K Sell
6,726
-64
-0.9% -$4.87K 0.02% 191
2022
Q1 		$575K Buy
6,790
+368
+6% +$29.5K 0.02% 197
2021
Q4 		$600K Buy
6,422
+1,236
+24% +$107K 0.01% 206
2021
Q3 		$407K Sell
5,186
-250
-5% -$20.2K 0.01% 212
2021
Q2 		$398K Hold
5,436
– – 0.01% 216
2021
Q1 		$411K Sell
5,436
-856
-14% -$66.8K 0.01% 215
2020
Q4 		$485K Sell
6,292
-160
-2% -$12K 0.02% 200
2020
Q3 		$448K Sell
6,452
-3,996
-38% -$276K 0.02% 194
2020
Q2 		$627K Sell
10,448
-216
-2% -$12.9K 0.03% 184
2020
Q1 		$641K Sell
10,664
-1,120
-10% -$70.4K 0.03% 181
2019
Q4 		$713K Sell
11,784
-1,012
-8% -$59.1K 0.03% 191
2019
Q3 		$746K Buy
+12,796
New +$692K 0.03% 195

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

Trillium Asset Management's NEE Position: Q2 2026 in Review

Trillium Asset Management reduced its NextEra Energy (NEE) stake by 94% in Q2 2026, selling an estimated $13.9M and leaving 10,036 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #168.

Trillium Asset Management first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $16M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Trillium Asset Management held 10,036 shares of NextEra Energy worth $881K as of Q2 2026.
  • Trillium Asset Management sold 153,418 NextEra Energy shares in Q2 2026, an estimated $13.9M.
  • NextEra Energy made up 0.03% of Trillium Asset Management's portfolio in Q2 2026, its #168 holding.
  • Trillium Asset Management first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Trillium Asset Management's NextEra Energy position peaked at $16M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.