Trivant Custom Portfolio Group’s NextEra Energy NEE Stock Holding History

Trivant Custom Portfolio Group’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 Q2	–	Sell	-200	Closed	-$14.2K	–	166
2025 Q1	$14.2K	Hold	200	–	–	0.01%	139
2024 Q4	$14.3K	Hold	200	–	–	0.01%	132
2024 Q3	$16.9K	Hold	200	–	–	0.01%	122
2024 Q2	$14.2K	Hold	200	–	–	0.01%	145
2024 Q1	$12.8K	Hold	200	–	–	0.01%	149
2023 Q4	$12.1K	Hold	200	–	–	0.01%	165
2023 Q3	$11.5K	Hold	200	–	–	0.01%	155
2023 Q2	$14.8K	Hold	200	–	–	0.01%	157
2023 Q1	$15.4K	Buy	+200	New	+$15.4K	0.01%	166

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trivant Custom Portfolio Group's NEE Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 200 shares — an estimated $14.2K sold.

Trivant Custom Portfolio Group first reported a position in NEE in Q1 2023 and held it in 9 quarters. The position peaked at $16.9K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 200 NextEra Energy shares in Q2 2025, an estimated $14.2K.
Trivant Custom Portfolio Group first reported a position in NextEra Energy in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's NextEra Energy position peaked at $16.9K in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.