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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
2021
Q3 		– Sell
-2,400
Closed -$4K – 120
2021
Q2 		$4K Sell
2,400
-400
-14% -$30K ﹤0.01% 102
2021
Q1 		$5K Buy
2,800
+1,200
+75% +$93.7K ﹤0.01% 93
2020
Q4 		$7K Buy
+1,600
New +$120K ﹤0.01% 81

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Bank of America
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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.