Trium Capital’s NextEra Energy NEE Stock Holding History

Trium Capital’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	$1.85M	Buy	+21,124	New	+$1.91M	1.14%	14
2025 Q4	–	Sell	-18,000	Closed	-$1.36M	–	60
2025 Q3	$1.36M	Buy	18,000 +9,103	+102%	+$665K	0.53%	24
2025 Q2	$618K	Sell	8,897 -10,023	-53%	-$696K	0.15%	39
2025 Q1	$1.34M	Sell	18,920 -3,197	-14%	-$226K	0.17%	28
2024 Q4	$1.59M	Sell	22,117 -3,285	-13%	-$255K	0.23%	18
2024 Q3	$2.15M	Buy	25,402 +2,370	+10%	+$185K	0.61%	34
2024 Q2	$1.63M	Buy	23,032 +2,654	+13%	+$188K	0.21%	50
2024 Q1	$1.3M	Buy	20,378 +6,226	+44%	+$365K	0.49%	43
2023 Q4	$860K	Buy	14,152 +4,622	+48%	+$263K	0.07%	39
2023 Q3	$546K	Sell	9,530 -1,494	-14%	-$103K	0.01%	45
2023 Q2	$818K	Buy	11,024 +9,791	+794%	+$741K	0.17%	50
2023 Q1	$95K	Buy	+1,233	New	+$94.8K	0.03%	72

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Trium Capital's NEE Position: Q2 2026 in Review

Trium Capital opened a new position in NextEra Energy (NEE) in Q2 2026: 21,124 shares worth $1.85M. The stake represents 1.14% of the portfolio and ranks #14 among its holdings. This is a return to the name: Trium Capital previously reported a position in NEE as recently as Q3 2025.

Trium Capital first reported a position in NEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.15M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Trium Capital held 21,124 shares of NextEra Energy worth $1.85M as of Q2 2026.
NextEra Energy was a new Trium Capital position in Q2 2026.
NextEra Energy made up 1.14% of Trium Capital's portfolio in Q2 2026, its #14 holding.
Trium Capital first reported a position in NextEra Energy in Q1 2023 and has held it in 12 quarters since.
Trium Capital's NextEra Energy position peaked at $2.15M in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Trium Capital's 13F filing for Q2 2026, filed 16 Jul 2026.