TWM
NEE icon

Tripletail Wealth Management’s NextEra Energy NEE Stock Holding History

Tripletail Wealth Management’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
Q1 		$27.9K Hold
300
– – 0.04% 178
2025
Q4 		$24.1K Hold
300
– – 0.03% 180
2025
Q3 		$24.9K Buy
+300
New +$21.9K 0.03% 200

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tripletail Wealth Management's NEE Position: Q1 2026 in Review

Tripletail Wealth Management held its NextEra Energy (NEE) position steady in Q1 2026 at 300 shares worth $27.9K. The position accounts for 0.04% of the portfolio, ranked #178.

Tripletail Wealth Management first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Tripletail Wealth Management held 300 shares of NextEra Energy worth $27.9K as of Q1 2026.
  • Tripletail Wealth Management left its NextEra Energy share count unchanged in Q1 2026.
  • NextEra Energy made up 0.04% of Tripletail Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Tripletail Wealth Management first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.