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TrinityPoint Wealth’s NextEra Energy NEE Stock Holding History

TrinityPoint Wealth’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 		$1.82M Buy
25,338
+999
+4% +$77.6K 0.26% 93
2024
Q3 		$2.06M Buy
24,339
+642
+3% +$50.1K 0.3% 84
2024
Q2 		$1.68M Buy
23,697
+2,184
+10% +$155K 0.26% 97
2024
Q1 		$1.37M Buy
21,513
+615
+3% +$36K 0.23% 103
2023
Q4 		$1.27M Buy
20,898
+507
+2% +$28.9K 0.23% 107
2023
Q3 		$1.17M Sell
20,391
-10,487
-34% -$726K 0.23% 107
2023
Q2 		$2.29M Buy
30,878
+1,451
+5% +$110K 0.45% 64
2023
Q1 		$2.27M Buy
29,427
+138
+0.5% +$10.6K 0.49% 53
2022
Q4 		$2.45M Buy
29,289
+3,923
+15% +$317K 0.56% 48
2022
Q3 		$1.99M Buy
25,366
+651
+3% +$55.2K 0.45% 59
2022
Q2 		$1.91M Sell
24,715
-318
-1% -$24.2K 0.42% 62
2022
Q1 		$2.12M Sell
25,033
-825
-3% -$66.1K 0.38% 63
2021
Q4 		$2.41M Buy
25,858
+193
+0.8% +$16.7K 0.43% 58
2021
Q3 		$2.02M Buy
25,665
+234
+0.9% +$18.9K 0.39% 68
2021
Q2 		$1.86M Sell
25,431
-341
-1% -$25.6K 0.38% 69
2021
Q1 		$1.95M Sell
25,772
-92
-0.4% -$7.18K 0.45% 61
2020
Q4 		$2.2M Buy
25,864
+144
+0.6% +$10.8K 0.53% 51
2020
Q3 		$1.78M Buy
25,720
+340
+1% +$23.5K 0.5% 56
2020
Q2 		$1.52M Buy
25,380
+5,908
+30% +$354K 0.48% 54
2020
Q1 		$1.17M Sell
19,472
-4,124
-17% -$259K 0.46% 60
2019
Q4 		$1.43M Sell
23,596
-4,192
-15% -$245K 0.48% 54
2019
Q3 		$1.59M Sell
27,788
-56
-0.2% -$3.03K 0.56% 48
2019
Q2 		$1.46M Buy
27,844
+4
+0% +$197 0.7% 37
2019
Q1 		$1.34M Buy
27,840
+10,008
+56% +$458K 0.66% 43
2018
Q4 		$775K Buy
+17,832
New +$780K 0.48% 64

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TrinityPoint Wealth's NEE Position: Q4 2024 in Review

TrinityPoint Wealth increased its NextEra Energy (NEE) stake by 4.1% in Q4 2024, buying an estimated $77.6K and bringing the position to 25,338 shares worth $1.82M. The position accounts for 0.26% of the portfolio, ranked #93.

TrinityPoint Wealth first reported a position in NEE in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.45M in Q4 2022. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

  • TrinityPoint Wealth held 25,338 shares of NextEra Energy worth $1.82M as of Q4 2024.
  • TrinityPoint Wealth bought 999 NextEra Energy shares in Q4 2024, an estimated $77.6K.
  • NextEra Energy made up 0.26% of TrinityPoint Wealth's portfolio in Q4 2024, its #93 holding.
  • TrinityPoint Wealth first reported a position in NextEra Energy in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's NextEra Energy position peaked at $2.45M in Q4 2022.
  • 2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.