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 Q3	$3.76M	Hold	42,889	–	–	0.41%	48
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%	+$9.3K	0.61%	42
2024 Q1	$2.73M	Buy	47,210 +9,000	+24%	+$527K	0.6%	44
2023 Q4	$2.32M	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

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

Sycomore Asset Management's NEE Position: Q3 2026 in Review

Sycomore Asset Management held its NextEra Energy (NEE) position steady in Q3 2026 at 42,889 shares worth $3.76M. The position accounts for 0.41% of the portfolio, ranked #48.

Sycomore Asset Management first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.58M in Q3 2024. 1,913 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Sycomore Asset Management held 42,889 shares of NextEra Energy worth $3.76M as of Q3 2026.
Sycomore Asset Management left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.41% of Sycomore Asset Management's portfolio in Q3 2026, its #48 holding.
Sycomore Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
Sycomore Asset Management's NextEra Energy position peaked at $4.58M in Q3 2024.
1,913 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Sycomore Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.