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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sicart Associates's NEE Position: Q1 2026 in Review

Sicart Associates opened a new position in NextEra Energy (NEE) in Q1 2026: 2,400 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings. This is a return to the name: Sicart Associates previously reported a position in NEE as recently as Q3 2024.

Sicart Associates first reported a position in NEE in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.34M in Q4 2017. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Sicart Associates held 2,400 shares of NextEra Energy worth $223K as of Q1 2026.
NextEra Energy was a new Sicart Associates position in Q1 2026.
NextEra Energy made up 0.06% of Sicart Associates's portfolio in Q1 2026, its #71 holding.
Sicart Associates first reported a position in NextEra Energy in Q4 2016 and has held it in 19 quarters since.
Sicart Associates's NextEra Energy position peaked at $2.34M in Q4 2017.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Sicart Associates's 13F filing for Q1 2026, filed 21 Apr 2026.