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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SYM Financial Corp's NEE Position: Q1 2026 in Review

SYM Financial Corp reduced its NextEra Energy (NEE) stake by 2.1% in Q1 2026, selling an estimated $5.07K and leaving 2,639 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #265.

SYM Financial Corp first reported a position in NEE in Q2 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • SYM Financial Corp held 2,639 shares of NextEra Energy worth $245K as of Q1 2026.
  • SYM Financial Corp sold 57 NextEra Energy shares in Q1 2026, an estimated $5.07K.
  • NextEra Energy made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #265 holding.
  • SYM Financial Corp first reported a position in NextEra Energy in Q2 2025 and has held it in 3 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.