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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
Q2 		$427K Sell
4,861
-591
-11% -$53.5K 0.04% 199
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TritonPoint Wealth's NEE Position: Q2 2026 in Review

TritonPoint Wealth reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $53.5K and leaving 4,861 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #199.

TritonPoint Wealth first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $573K in Q3 2024. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • TritonPoint Wealth held 4,861 shares of NextEra Energy worth $427K as of Q2 2026.
  • TritonPoint Wealth sold 591 NextEra Energy shares in Q2 2026, an estimated $53.5K.
  • NextEra Energy made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #199 holding.
  • TritonPoint Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's NextEra Energy position peaked at $573K in Q3 2024.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.