Triumph Capital Management’s NextEra Energy NEE Stock Holding History

Triumph Capital 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 Q2	$146K	Buy	1,660 +82	+5%	+$7.42K	0.03%	416
2026 Q1	$147K	Buy	1,578 +58	+4%	+$5.16K	0.03%	385
2025 Q4	$122K	Buy	+1,520	New	+$126K	0.03%	394
2023 Q1	–	Sell	-2,907	Closed	-$243K	–	216
2022 Q4	$243K	Buy	+2,907	New	+$235K	0.13%	167
2022 Q3	–	Sell	-2,794	Closed	-$216K	–	220
2022 Q2	$216K	Sell	2,794 -230	-8%	-$17.5K	0.11%	177
2022 Q1	$256K	Buy	3,024 +157	+5%	+$12.6K	0.11%	180
2021 Q4	$268K	Buy	+2,867	New	+$248K	0.12%	163

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Triumph Capital Management's NEE Position: Q2 2026 in Review

Triumph Capital Management increased its NextEra Energy (NEE) stake by 5.2% in Q2 2026, buying an estimated $7.42K and bringing the position to 1,660 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #416.

Triumph Capital Management first reported a position in NEE in Q4 2021 and has held it in 7 quarters since. The position peaked at $268K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Triumph Capital Management held 1,660 shares of NextEra Energy worth $146K as of Q2 2026.
Triumph Capital Management bought 82 NextEra Energy shares in Q2 2026, an estimated $7.42K.
NextEra Energy made up 0.03% of Triumph Capital Management's portfolio in Q2 2026, its #416 holding.
Triumph Capital Management first reported a position in NextEra Energy in Q4 2021 and has held it in 7 quarters since.
Triumph Capital Management's NextEra Energy position peaked at $268K in Q4 2021.
1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.