Triad Wealth Partners 13F: Cuts NEE Stake by $2.2M

Triad Wealth Partners cut its position in NextEra Energy, Inc. (NEE) by 28,863 shares, according to its latest Form 13F filing with the SEC on October 26, 2026. This reduction brings the fund's total holdings to 29,042 shares, worth about $2.2 million.

NEE NextEra Energy, Inc.

$82.10 ▲ +3.66% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Triad Wealth Partners' NextEra Energy Position

The fund's stake in NextEra Energy decreased by 28,863 shares, a drop of roughly 49.8%. The position now accounts for 0.31% of Triad Wealth Partners' total reported value of about $700.8 million.

Where NextEra Energy Fits in Triad Wealth Partners' Portfolio

NextEra Energy ranks 20th among Triad Wealth Partners' holdings. The reduction represents a significant change in the fund's position, with an estimated loss of about 49.8% compared to the fund's average cost basis.

Other Institutional Activity in NextEra Energy

Several other institutional investors have also adjusted their positions in NextEra Energy. Ag2R la Mondiale Gestion D'Actifs boosted its stake by 47,164 shares, bringing its total to 138,596 shares worth about $10.5 million. Verity & Verity increased its holdings by 10,424 shares to a total of 302,581 shares valued at approximately $22.9 million. Meanwhile, Davenport cut its position by 341,087 shares, reducing its total to 1,607,819 shares valued at around $121.8 million.

NextEra Energy, Inc. Stock Down 0.1%

NextEra Energy shares recently traded around $82.03, about equal to the closing price of $82.04 on October 26, 2026. The stock is currently below its 52-week high of $98.75 and above its 52-week low of $74.41, indicating some volatility.

Recent Earnings

NextEra Energy reported trailing twelve-month revenue of approximately $28.8 billion and earnings per share (EPS) of $5.55. The company is scheduled to announce its next earnings on January 27, 2027.

Dividend

NextEra Energy pays an annual dividend of $2.49 per share, which reflects a dividend yield of 3.04%. The company's dividend payout ratio is 43.9%.

Insider Buying and Selling at NextEra Energy, Inc.

Several insiders sold shares on March 9, 2026, including Officer Terrell Kirk Crews II, who sold 19,672 shares at an average price of $90.27. Other officers also sold shares around the same time, totaling nearly 30,000 shares.

Analysts Set New Price Targets

On October 14, 2026, Morgan Stanley maintained an Overweight rating on NextEra Energy with a price target of $110. Barclays also maintained an Equal-Weight rating but lowered its target to $84 on October 19, 2026. The consensus recommendation for the stock is a buy, with a mean price target of around $94.58 based on 19 analyst opinions.

About NextEra Energy

NextEra Energy, Inc. generates and sells electric power to customers across North America. The company operates through its subsidiaries, including Florida Power & Light Company, focusing on clean energy sources like wind and solar.

Bottom Line

Investors will want to keep an eye on NextEra Energy's upcoming earnings report on January 27, 2027, as well as any further updates from institutional investors regarding their positions in the company. Triad Wealth Partners' recent filing reflects a significant adjustment in their investment strategy regarding this utility giant.