Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 35,800
Value: $3.14M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,800	$3.14M	0.6%	−1,073−2.9%	Reduced	Holders
Q1 2026	36,873	$3.42M	0.8%	−1,161−3.1%	Reduced	Holders
Q4 2025	38,034	$3.05M	0.6%	−383−1.0%	Reduced	Holders
Q3 2025	38,417	$2.90M	0.7%	+8,420+28.1%	Added	Holders
Q2 2025	29,997	$2.08M	0.5%	−5,547−15.6%	Reduced	Holders
Q1 2025	35,544	$2.52M	0.6%	+1,844+5.5%	Added	Holders
Q4 2024	33,700	$2.42M	0.6%	−751−2.2%	Reduced	Holders
Q3 2024	34,451	$2.91M	0.8%	00.0%	Unchanged	Holders
Q2 2024	34,451	$2.44M	0.7%	−164−0.5%	Reduced	Holders
Q1 2024	34,615	$2.21M	0.6%	+252+0.7%	Added	Holders
Q4 2023	34,363	$2.09M	0.6%	−4,908−12.5%	Reduced	Holders
Q3 2023	39,271	$2.25M	0.8%	+114+0.3%	Added	Holders
Q2 2023	39,157	$2.91M	1.0%	+9,517+32.1%	Added	Holders
Q1 2023	29,640	$2.28M	0.8%	+667+2.3%	Added	Holders
Q4 2022	28,973	$2.42M	0.9%	−437−1.5%	Reduced	Holders
Q3 2022	29,410	$2.31M	0.9%	−55−0.2%	Reduced	Holders
Q2 2022	29,465	$2.28M	0.9%	+2,262+8.3%	Added	Holders
Q1 2022	27,203	$2.30M	0.8%	−168−0.6%	Reduced	Holders
Q4 2021	27,371	$2.56M	0.8%	−245−0.9%	Reduced	Holders
Q3 2021	27,616	$2.17M	0.7%	00.0%	Unchanged	Holders
Q2 2021	27,616	$2.02M	0.7%	−135−0.5%	Reduced	Holders
Q1 2021	27,751	$2.10M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.