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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SYM Financial Corp's NEE Position: Q2 2026 in Review

SYM Financial Corp increased its NextEra Energy (NEE) stake by 1.1% in Q2 2026, buying an estimated $2.71K and bringing the position to 2,669 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #323.

SYM Financial Corp first reported a position in NEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

SYM Financial Corp held 2,669 shares of NextEra Energy worth $234K as of Q2 2026.
SYM Financial Corp bought 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
NextEra Energy made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #323 holding.
SYM Financial Corp first reported a position in NextEra Energy in Q2 2025 and has held it in 4 quarters since.
SYM Financial Corp's NextEra Energy position peaked at $245K in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.