Triton Wealth Management’s NextEra Energy NEE Stock Holding History

Triton 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
2025 Q3	–	Sell	-8,895	Closed	-$640K	–	118
2025 Q2	$640K	Buy	+8,895	New	+$618K	0.27%	43
2024 Q4	$650K	Buy	8,721 +208	+2%	+$16.2K	0.33%	32
2024 Q3	$729K	Hold	8,513	–	–	0.41%	30
2024 Q2	$614K	Hold	8,513	–	–	0.36%	34
2024 Q1	$561K	Hold	8,513	–	–	0.39%	34
2023 Q4	$529K	Hold	8,513	–	–	0.35%	31
2023 Q3	$514K	Hold	8,513	–	–	0.35%	33
2023 Q2	$614K	Hold	8,513	–	–	0.35%	33
2023 Q1	$628K	Hold	8,513	–	–	0.39%	29
2022 Q4	$724K	Hold	8,513	–	–	0.44%	25
2022 Q3	$701K	Sell	8,513 -75	-0.9%	-$6.36K	0.42%	24
2022 Q2	$737K	Hold	8,588	–	–	0.52%	25
2022 Q1	$654K	Hold	8,588	–	–	0.34%	36
2021 Q4	$654K	Hold	8,588	–	–	0.34%	36
2021 Q3	$698K	Hold	8,588	–	–	0.33%	42
2021 Q2	$714K	Hold	8,588	–	–	0.41%	40
2021 Q1	$663K	Hold	8,588	–	–	0.45%	38
2020 Q4	$642K	Buy	8,588 +40	+0.5%	+$2.99K	0.41%	30
2020 Q3	$615K	Hold	8,548	–	–	0.52%	28
2020 Q2	$607K	Buy	8,548 +400	+5%	+$23.9K	0.63%	28
2020 Q1	$472K	Buy	+8,148	New	+$512K	0.76%	26

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Triton Wealth Management's NEE Position: Q3 2025 in Review

Triton Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 8,895 shares — an estimated $640K sold.

Triton Wealth Management first reported a position in NEE in Q1 2020 and held it in 21 quarters. The position peaked at $737K in Q2 2022. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Triton Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Triton Wealth Management sold 8,895 NextEra Energy shares in Q3 2025, an estimated $640K.
Triton Wealth Management first reported a position in NextEra Energy in Q1 2020 and held it in 21 quarters.
Triton Wealth Management's NextEra Energy position peaked at $737K in Q2 2022.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Triton Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.