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TritonPoint Wealth’s NextEra Energy NEE Stock Holding History

TritonPoint 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
2026
Q1 		$506K Buy
5,452
+286
+6% +$25.4K 0.05% 169
2025
Q4 		$415K Sell
5,166
-1,877
-27% -$155K 0.04% 193
2025
Q3 		$532K Buy
7,043
+156
+2% +$11.4K 0.05% 211
2025
Q2 		$478K Buy
6,887
+490
+8% +$34K 0.04% 220
2025
Q1 		$454K Sell
6,397
-171
-3% -$12.1K 0.04% 222
2024
Q4 		$471K Sell
6,568
-212
-3% -$16.5K 0.04% 213
2024
Q3 		$573K Buy
6,780
+632
+10% +$49.3K 0.05% 198
2024
Q2 		$435K Sell
6,148
-73
-1% -$5.18K 0.04% 216
2024
Q1 		$335K Buy
6,221
+527
+9% +$30.9K 0.04% 249
2023
Q4 		$346K Buy
+5,694
New +$325K 0.03% 253

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

TritonPoint Wealth's NEE Position: Q1 2026 in Review

TritonPoint Wealth increased its NextEra Energy (NEE) stake by 5.5% in Q1 2026, buying an estimated $25.4K and bringing the position to 5,452 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #169.

TritonPoint Wealth first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $573K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • TritonPoint Wealth held 5,452 shares of NextEra Energy worth $506K as of Q1 2026.
  • TritonPoint Wealth bought 286 NextEra Energy shares in Q1 2026, an estimated $25.4K.
  • NextEra Energy made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #169 holding.
  • TritonPoint Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's NextEra Energy position peaked at $573K in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.