Trivium Point Advisory’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.31M | Buy |
26,323
+745
| +3% | +$67.4K | 0.21% | 112 |
|
|
2026
Q1 | $2.38M | Sell |
25,578
-10,094
| -28% | -$897K | 0.43% | 63 |
|
|
2025
Q4 | $2.86M | Sell |
35,672
-3,379
| -9% | -$280K | 0.29% | 88 |
|
|
2025
Q3 | $2.95M | Sell |
39,051
-24,366
| -38% | -$1.78M | 0.3% | 83 |
|
|
2025
Q2 | $4.4M | Sell |
63,417
-5,475
| -8% | -$380K | 0.48% | 54 |
|
|
2025
Q1 | $4.88M | Sell |
68,892
-3,225
| -4% | -$228K | 0.61% | 44 |
|
|
2024
Q4 | $5.17M | Buy |
72,117
+3,146
| +5% | +$244K | 0.65% | 38 |
|
|
2024
Q3 | $5.12M | Sell |
68,971
-3,657
| -5% | -$285K | 0.71% | 37 |
|
|
2024
Q2 | $5.14M | Buy |
72,628
+3,674
| +5% | +$261K | 0.77% | 31 |
|
|
2024
Q1 | $4.41M | Buy |
68,954
+5,497
| +9% | +$322K | 0.95% | 28 |
|
|
2023
Q4 | $3.85M | Buy |
63,457
+15,520
| +32% | +$884K | 0.93% | 29 |
|
|
2023
Q3 | $2.53M | Buy |
47,937
+240
| +0.5% | +$16.6K | 0.7% | 46 |
|
|
2023
Q2 | $3.54M | Sell |
47,697
-1,079
| -2% | -$81.7K | 0.96% | 27 |
|
|
2023
Q1 | $3.76M | Buy |
48,776
+1,666
| +4% | +$128K | 1.02% | 26 |
|
|
2022
Q4 | $3.94M | Buy |
47,110
+942
| +2% | +$76.1K | 1.15% | 23 |
|
|
2022
Q3 | $3.64M | Buy |
46,168
+704
| +2% | +$59.7K | 1.13% | 23 |
|
|
2022
Q2 | $3.65M | Sell |
45,464
-5,398
| -11% | -$411K | 1.1% | 24 |
|
|
2022
Q1 | $4.4M | Buy |
50,862
+7,362
| +17% | +$590K | 0.98% | 25 |
|
|
2021
Q4 | $4.06M | Buy |
43,500
+998
| +2% | +$86.3K | 0.85% | 34 |
|
|
2021
Q3 | $3.44M | Sell |
42,502
-146
| -0.3% | -$11.8K | 0.82% | 37 |
|
|
2021
Q2 | $3.13M | Buy |
42,648
+1,352
| +3% | +$101K | 0.78% | 38 |
|
|
2021
Q1 | $3.12M | Buy |
41,296
+1,874
| +5% | +$146K | 0.84% | 25 |
|
|
2020
Q4 | $3.13M | Buy |
39,422
+738
| +2% | +$55.2K | 0.9% | 19 |
|
|
2020
Q3 | $2.68M | Buy |
38,684
+788
| +2% | +$54.4K | 0.95% | 23 |
|
|
2020
Q2 | $2.34M | Buy |
37,896
+2,416
| +7% | +$145K | 0.93% | 25 |
|
|
2020
Q1 | $2.07M | Sell |
35,480
-3,732
| -10% | -$235K | 1.07% | 26 |
|
|
2019
Q4 | $2.37M | Buy |
39,212
+244
| +0.6% | +$14.2K | 0.92% | 25 |
|
|
2019
Q3 | $2.27M | Buy |
38,968
+2,512
| +7% | +$136K | 1.04% | 22 |
|
|
2019
Q2 | $1.87M | Buy |
36,456
+496
| +1% | +$24.4K | 0.83% | 38 |
|
|
2019
Q1 | $1.74M | Buy |
35,960
+1,772
| +5% | +$81K | 0.81% | 44 |
|
|
2018
Q4 | $1.49M | Buy |
+34,188
| New | +$1.5M | 0.9% | 47 |
|
Other funds holding NEE
Trivium Point Advisory's NEE Position: Q2 2026 in Review
Trivium Point Advisory increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $67.4K and bringing the position to 26,323 shares worth $2.31M. The position accounts for 0.21% of the portfolio, ranked #112.
Trivium Point Advisory first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.17M in Q4 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Trivium Point Advisory held 26,323 shares of NextEra Energy worth $2.31M as of Q2 2026.
- Trivium Point Advisory bought 745 NextEra Energy shares in Q2 2026, an estimated $67.4K.
- NextEra Energy made up 0.21% of Trivium Point Advisory's portfolio in Q2 2026, its #112 holding.
- Trivium Point Advisory first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Trivium Point Advisory's NextEra Energy position peaked at $5.17M in Q4 2024.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.