Sicart Associates’s NextEra Energy NEE Stock Holding History

Sicart Associates’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	$211K	Hold	2,400	–	–	0.05%	74
2026 Q1	$223K	Buy	+2,400	New	+$213K	0.06%	71
2024 Q4	–	Sell	-2,400	Closed	-$203K	–	71
2024 Q3	$203K	Buy	+2,400	New	+$187K	0.07%	69
2023 Q1	–	Sell	-2,400	Closed	-$201K	–	74
2022 Q4	$201K	Buy	+2,400	New	+$194K	0.07%	70
2022 Q2	–	Sell	-2,400	Closed	-$203K	–	90
2022 Q1	$203K	Hold	2,400	–	–	0.05%	85
2021 Q4	$223K	Buy	+2,400	New	+$207K	0.06%	86
2021 Q1	–	Sell	-3,200	Closed	-$247K	–	119
2020 Q4	$247K	Hold	3,200	–	–	0.06%	96
2020 Q3	$222K	Buy	+3,200	New	+$221K	0.07%	99
2020 Q2	–	Sell	-4,000	Closed	-$241K	–	115
2020 Q1	$241K	Buy	+4,000	New	+$251K	0.09%	84
2019 Q3	–	Sell	-36,000	Closed	-$1.84M	–	115
2019 Q2	$1.84M	Hold	36,000	–	–	0.75%	33
2019 Q1	$1.74M	Hold	36,000	–	–	0.74%	32
2018 Q4	$1.56M	Hold	36,000	–	–	0.76%	31
2018 Q3	$1.51M	Hold	36,000	–	–	0.72%	33
2018 Q2	$1.5M	Hold	36,000	–	–	0.79%	34
2018 Q1	$1.47M	Sell	36,000 -24,000	-40%	-$925K	0.88%	30
2017 Q4	$2.34M	Buy	60,000 +24,000	+67%	+$927K	1.24%	22
2017 Q3	$1.32M	Hold	36,000	–	–	0.94%	31
2017 Q2	$1.26M	Hold	36,000	–	–	0.92%	29
2017 Q1	$1.16M	Buy	36,000 +4,000	+13%	+$126K	0.83%	30
2016 Q4	$956K	Buy	+32,000	New	+$956K	0.66%	42

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sicart Associates's NEE Position: Q2 2026 in Review

Sicart Associates held its NextEra Energy (NEE) position steady in Q2 2026 at 2,400 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #74.

Sicart Associates first reported a position in NEE in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.34M in Q4 2017. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sicart Associates held 2,400 shares of NextEra Energy worth $211K as of Q2 2026.
Sicart Associates left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of Sicart Associates's portfolio in Q2 2026, its #74 holding.
Sicart Associates first reported a position in NextEra Energy in Q4 2016 and has held it in 20 quarters since.
Sicart Associates's NextEra Energy position peaked at $2.34M in Q4 2017.
3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.