Trinity Legacy Partners’s NextEra Energy NEE Stock Holding History

Trinity Legacy Partners’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
2024 Q4	–	Sell	-2,745	Closed	-$228K	–	100
2024 Q3	$228K	Buy	+2,745	New	+$214K	0.06%	93
2022 Q3	–	Sell	-3,170	Closed	-$256K	–	90
2022 Q2	$256K	Sell	3,170 -372	-11%	-$28.3K	0.1%	84
2022 Q1	$300K	Sell	3,542 -488	-12%	-$39.1K	0.1%	82
2021 Q4	$376K	Sell	4,030 -361	-8%	-$31.2K	0.13%	82
2021 Q3	$345K	Sell	4,391 -3,503	-44%	-$283K	0.12%	80
2021 Q2	$591K	Sell	7,894 -11,889	-60%	-$892K	0.22%	61
2021 Q1	$1.6M	Buy	19,783 +15,509	+363%	+$1.21M	0.64%	39
2020 Q4	$330K	Buy	+4,274	New	+$320K	0.15%	61

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trinity Legacy Partners's NEE Position: Q4 2024 in Review

Trinity Legacy Partners sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 2,745 shares — an estimated $228K sold.

Trinity Legacy Partners first reported a position in NEE in Q4 2020 and held it in 8 quarters. The position peaked at $1.6M in Q1 2021. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Trinity Legacy Partners reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Trinity Legacy Partners sold 2,745 NextEra Energy shares in Q4 2024, an estimated $228K.
Trinity Legacy Partners first reported a position in NextEra Energy in Q4 2020 and held it in 8 quarters.
Trinity Legacy Partners's NextEra Energy position peaked at $1.6M in Q1 2021.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Trinity Legacy Partners's 13F filing for Q4 2024, filed 3 Feb 2025.