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 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

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

Trilogy Capital's NEE Position: Q2 2026 in Review

Trilogy Capital opened a new position in NextEra Energy (NEE) in Q2 2026: 3,014 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Trilogy Capital previously reported a position in NEE as recently as Q3 2018.

Trilogy Capital first reported a position in NEE in Q4 2017 and has held it in 4 quarters since. The position peaked at $592K in Q4 2017. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trilogy Capital held 3,014 shares of NextEra Energy worth $265K as of Q2 2026.
NextEra Energy was a new Trilogy Capital position in Q2 2026.
NextEra Energy made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #355 holding.
Trilogy Capital first reported a position in NextEra Energy in Q4 2017 and has held it in 4 quarters since.
Trilogy Capital's NextEra Energy position peaked at $592K in Q4 2017.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.