Trilogy Capital’s NextEra Energy NEE Stock Holding History

Trilogy Capital’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 Q3	$276K	Buy	3,641 +627	+21%	+$53K	0.01%	353
2026 Q2	$265K	Buy	+3,014	New	+$273K	0.01%	355
2018 Q4	–	Sell	-56	Closed	-$2K	–	416
2018 Q3	$2K	Buy	56 +48	+600%	+$2.04K	﹤0.01%	509
2018 Q2	$0	Buy	+8	New	+$323	﹤0.01%	609
2018 Q1	–	Sell	-15,148	Closed	-$592K	–	502
2017 Q4	$592K	Buy	+15,148	New	+$585K	0.1%	65

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Trilogy Capital's NEE Position: Q3 2026 in Review

Trilogy Capital increased its NextEra Energy (NEE) stake by 21% in Q3 2026, buying an estimated $53K and bringing the position to 3,641 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #353.

Trilogy Capital first reported a position in NEE in Q4 2017 and has held it in 5 quarters since. The position peaked at $592K in Q4 2017. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Trilogy Capital held 3,641 shares of NextEra Energy worth $276K as of Q3 2026.
Trilogy Capital bought 627 NextEra Energy shares in Q3 2026, an estimated $53K.
NextEra Energy made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #353 holding.
Trilogy Capital first reported a position in NextEra Energy in Q4 2017 and has held it in 5 quarters since.
Trilogy Capital's NextEra Energy position peaked at $592K in Q4 2017.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.