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 Q3	–	Sell	-2,400	Closed	-$211K	–	76
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Sicart Associates's NEE Position: Q3 2026 in Review

Sicart Associates sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,400 shares — an estimated $211K sold.

Sicart Associates first reported a position in NEE in Q4 2016 and held it in 20 quarters. The position peaked at $2.34M in Q4 2017. 1,934 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Sicart Associates reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
Sicart Associates sold 2,400 NextEra Energy shares in Q3 2026, an estimated $211K.
Sicart Associates first reported a position in NextEra Energy in Q4 2016 and held it in 20 quarters.
Sicart Associates's NextEra Energy position peaked at $2.34M in Q4 2017.
1,934 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.