Procyon Advisors
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Procyon Advisors’s NextEra Energy NEE Stock Holding History

Procyon Advisors’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
Q3 		$2.8M Buy
37,027
+7,506
+25% +$635K 0.12% 168
2026
Q2 		$2.59M Buy
29,521
+9,983
+51% +$903K 0.11% 161
2026
Q1 		$1.81M Buy
19,538
+1,067
+6% +$94.9K 0.09% 201
2025
Q4 		$1.48M Buy
18,471
+7,725
+72% +$640K 0.07% 218
2025
Q3 		$811K Buy
10,746
+1,359
+14% +$99.3K 0.05% 251
2025
Q2 		$652K Sell
9,387
-4,022
-30% -$279K 0.06% 244
2025
Q1 		$951K Buy
13,409
+792
+6% +$55.9K 0.06% 267
2024
Q4 		$905K Sell
12,617
-358
-3% -$27.8K 0.06% 247
2024
Q3 		$1.1M Buy
12,975
+306
+2% +$23.9K 0.07% 230
2024
Q2 		$897K Sell
12,669
-1,311
-9% -$93K 0.07% 231
2024
Q1 		$893K Sell
13,980
-286
-2% -$16.8K 0.07% 239
2023
Q4 		$867K Buy
14,266
+1,196
+9% +$68.2K 0.07% 225
2023
Q3 		$749K Buy
13,070
+612
+5% +$42.4K 0.08% 234
2023
Q2 		$924K Sell
12,458
-1,102
-8% -$83.4K 0.12% 167
2023
Q1 		$1.05M Buy
13,560
+286
+2% +$22K 0.17% 128
2022
Q4 		$1.11M Buy
13,274
+1,168
+10% +$94.4K 0.2% 112
2022
Q3 		$949K Sell
12,106
-1,006
-8% -$85.3K 0.23% 100
2022
Q2 		$1.02M Sell
13,112
-1,034
-7% -$78.7K 0.22% 103
2022
Q1 		$1.2M Sell
14,146
-1,846
-12% -$148K 0.25% 89
2021
Q4 		$1.49M Buy
15,992
+3,265
+26% +$282K 0.32% 75
2021
Q3 		$999K Sell
12,727
-33
-0.3% -$2.66K 0.25% 92
2021
Q2 		$935K Buy
12,760
+6,010
+89% +$451K 0.25% 87
2021
Q1 		$510K Buy
6,750
+2,310
+52% +$180K 0.23% 108
2020
Q4 		$343K Sell
4,440
-140
-3% -$10.5K 0.17% 143
2020
Q3 		$318K Buy
4,580
+72
+2% +$4.97K 0.18% 133
2020
Q2 		$271K Buy
4,508
+20
+0.4% +$1.2K 0.14% 139
2020
Q1 		$270K Sell
4,488
-80
-2% -$5.03K 0.18% 112
2019
Q4 		$277K Buy
+4,568
New +$267K 0.17% 123

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Procyon Advisors's NEE Position: Q3 2026 in Review

Procyon Advisors increased its NextEra Energy (NEE) stake by 25% in Q3 2026, buying an estimated $635K and bringing the position to 37,027 shares worth $2.8M. The position accounts for 0.12% of the portfolio, ranked #168.

Procyon Advisors first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. 1,962 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Procyon Advisors held 37,027 shares of NextEra Energy worth $2.8M as of Q3 2026.
  • Procyon Advisors bought 7,506 NextEra Energy shares in Q3 2026, an estimated $635K.
  • NextEra Energy made up 0.12% of Procyon Advisors's portfolio in Q3 2026, its #168 holding.
  • Procyon Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
  • 1,962 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.