Trinity Financial Advisors’s NextEra Energy NEE Stock Holding History

Trinity Financial 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	$281K	Hold	3,200	–	–	0.07%	79
2026 Q1	$297K	Hold	3,200	–	–	0.08%	74
2025 Q4	$257K	Sell	3,200 -637	-17%	-$52.8K	0.07%	82
2025 Q3	$290K	Buy	3,837 +637	+20%	+$46.5K	0.08%	81
2025 Q2	$222K	Hold	3,200	–	–	0.07%	86
2025 Q1	$231K	Sell	3,200 -4	-0.1%	-$282	0.08%	80
2024 Q4	$229K	Hold	3,204	–	–	0.09%	76
2024 Q3	$254K	Sell	3,204 -48	-1%	-$3.75K	0.11%	70
2024 Q2	$230K	Hold	3,252	–	–	0.1%	75
2024 Q1	$208K	Buy	+3,252	New	+$191K	0.09%	71
2023 Q3	–	Sell	-3,351	Closed	-$249K	–	80
2023 Q2	$249K	Buy	3,351 +99	+3%	+$7.5K	0.13%	64
2023 Q1	$251K	Hold	3,252	–	–	0.15%	60
2022 Q4	$272K	Hold	3,252	–	–	0.18%	52
2022 Q3	$255K	Buy	+3,252	New	+$276K	0.18%	58
2022 Q2	–	Sell	-3,252	Closed	-$275K	–	45
2022 Q1	$275K	Hold	3,252	–	–	0.17%	54
2021 Q4	$304K	Hold	3,252	–	–	0.18%	46
2021 Q3	$255K	Hold	3,252	–	–	0.17%	43
2021 Q2	$238K	Hold	3,252	–	–	0.17%	49
2021 Q1	$246K	Buy	3,252 +52	+2%	+$4.06K	0.19%	42
2020 Q4	$247K	Buy	+3,200	New	+$239K	0.22%	50

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Trinity Financial Advisors's NEE Position: Q2 2026 in Review

Trinity Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 3,200 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #79.

Trinity Financial Advisors first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $304K in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trinity Financial Advisors held 3,200 shares of NextEra Energy worth $281K as of Q2 2026.
Trinity Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Trinity Financial Advisors's portfolio in Q2 2026, its #79 holding.
Trinity Financial Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
Trinity Financial Advisors's NextEra Energy position peaked at $304K in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.