SYM Financial Corp
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SYM Financial Corp’s NextEra Energy NEE Stock Holding History

SYM Financial Corp’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 		$202K Sell
2,666
-3
-0.1% -$254 0.02% 407
2026
Q2 		$234K Buy
2,669
+30
+1% +$2.71K 0.02% 323
2026
Q1 		$245K Sell
2,639
-57
-2% -$5.07K 0.02% 265
2025
Q4 		$216K Buy
+2,696
New +$223K 0.02% 302
2025
Q3 		– Sell
-2,967
Closed -$206K – 447
2025
Q2 		$206K Buy
+2,967
New +$206K 0.02% 305

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SYM Financial Corp's NEE Position: Q3 2026 in Review

SYM Financial Corp reduced its NextEra Energy (NEE) stake by 0.11% in Q3 2026, selling an estimated $254 and leaving 2,666 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #407.

SYM Financial Corp first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $245K in Q1 2026. 1,340 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • SYM Financial Corp held 2,666 shares of NextEra Energy worth $202K as of Q3 2026.
  • SYM Financial Corp sold 3 NextEra Energy shares in Q3 2026, an estimated $254.
  • NextEra Energy made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #407 holding.
  • SYM Financial Corp first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's NextEra Energy position peaked at $245K in Q1 2026.
  • 1,340 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.