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Cyndeo Wealth Partners’s NextEra Energy NEE Stock Holding History

Cyndeo Wealth Partners’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 		$11.9M Buy
135,898
+2,049
+2% +$185K 0.56% 47
2026
Q1 		$12.4M Buy
133,849
+12,268
+10% +$1.09M 0.65% 42
2025
Q4 		$9.76M Buy
121,581
+2,629
+2% +$218K 0.53% 52
2025
Q3 		$8.98M Sell
118,952
-25
-0% -$1.83K 0.5% 53
2025
Q2 		$8.26M Buy
118,977
+2,984
+3% +$207K 0.49% 57
2025
Q1 		$8.22M Sell
115,993
-3,875
-3% -$274K 0.54% 51
2024
Q4 		$8.59M Buy
119,868
+9,186
+8% +$714K 0.58% 50
2024
Q3 		$9.36M Buy
110,682
+8,661
+8% +$676K 0.65% 38
2024
Q2 		$7.22M Buy
102,021
+8,337
+9% +$592K 0.57% 45
2024
Q1 		$5.99M Buy
93,684
+11,642
+14% +$682K 0.5% 60
2023
Q4 		$4.98M Buy
82,042
+1,974
+2% +$113K 0.46% 67
2023
Q3 		$4.59M Sell
80,068
-4,460
-5% -$309K 0.48% 62
2023
Q2 		$6.27M Buy
84,528
+21,432
+34% +$1.62M 0.66% 49
2023
Q1 		$4.86M Buy
63,096
+3,086
+5% +$237K 0.52% 55
2022
Q4 		$5.02M Buy
+60,010
New +$4.85M 0.59% 55

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Cyndeo Wealth Partners's NEE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $185K and bringing the position to 135,898 shares worth $11.9M. The position accounts for 0.56% of the portfolio, ranked #47.

Cyndeo Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.4M in Q1 2026. 1,329 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cyndeo Wealth Partners held 135,898 shares of NextEra Energy worth $11.9M as of Q2 2026.
  • Cyndeo Wealth Partners bought 2,049 NextEra Energy shares in Q2 2026, an estimated $185K.
  • NextEra Energy made up 0.56% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Cyndeo Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's NextEra Energy position peaked at $12.4M in Q1 2026.
  • 1,329 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.