Sycomore Asset Management’s NextEra Energy NEE Stock Holding History

Sycomore Asset Management’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	$3.76M	Hold	42,889	–	–	0.4%	49
2026 Q1	$3.58M	Hold	42,889	–	–	0.5%	49
2025 Q4	$3.58M	Hold	42,889	–	–	0.59%	44
2025 Q3	$3.58M	Hold	42,889	–	–	0.6%	40
2025 Q2	$3.58M	Hold	42,889	–	–	0.56%	44
2025 Q1	$3.58M	Hold	42,889	–	–	0.51%	49
2024 Q4	$3.58M	Sell	42,889 -12,000	-22%	-$932K	0.51%	49
2024 Q3	$4.58M	Buy	54,889 +7,548	+16%	+$589K	0.76%	42
2024 Q2	$3.47M	Buy	47,341 +131	+0.3%	+$9.29K	0.61%	42
2024 Q1	$2.73M	Buy	47,210 +9,000	+24%	+$527K	0.6%	44
2023 Q4	$2.31M	Buy	38,210 +2,154	+6%	+$123K	0.5%	53
2023 Q3	$2.44M	Buy	36,056 +3,237	+10%	+$224K	0.62%	42
2023 Q2	$2.41M	Buy	32,819 +26,300	+403%	+$1.99M	0.56%	46
2023 Q1	$492K	Buy	6,519 +1,623	+33%	+$125K	0.14%	62
2022 Q4	$412K	Buy	4,896 +1,283	+36%	+$104K	0.11%	75
2022 Q3	$293K	Buy	3,613 +1,400	+63%	+$119K	0.08%	87
2022 Q2	$169K	Hold	2,213	–	–	0.04%	88
2022 Q1	$187K	Buy	2,213 +143	+7%	+$11.5K	0.03%	91
2021 Q4	$190K	Buy	+2,070	New	+$179K	0.03%	94

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sycomore Asset Management's NEE Position: Q2 2026 in Review

Sycomore Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 42,889 shares worth $3.76M. The position accounts for 0.4% of the portfolio, ranked #49.

Sycomore Asset Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.58M in Q3 2024. 1,196 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sycomore Asset Management held 42,889 shares of NextEra Energy worth $3.76M as of Q2 2026.
Sycomore Asset Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.4% of Sycomore Asset Management's portfolio in Q2 2026, its #49 holding.
Sycomore Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Sycomore Asset Management's NextEra Energy position peaked at $4.58M in Q3 2024.
1,196 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.