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Symphony Financial’s NextEra Energy NEE Stock Holding History

Symphony Financial’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 		$3.5M Buy
38,272
+1,069
+3% +$95K 0.46% 55
2025
Q4 		$3M Sell
37,203
-925
-2% -$76.6K 0.4% 59
2025
Q3 		$2.88M Buy
38,128
+1,274
+3% +$93.1K 0.35% 64
2025
Q2 		$2.69M Buy
+36,854
New +$2.56M 0.35% 64
2025
Q1 		– Sell
-36,373
Closed -$2.58M – 171
2024
Q4 		$2.58M Sell
36,373
-942
-3% -$73.2K 0.4% 53
2024
Q3 		$3.15M Sell
37,315
-1,843
-5% -$144K 0.52% 49
2024
Q2 		$2.89M Buy
39,158
+2,993
+8% +$212K 0.53% 46
2024
Q1 		$2.31M Buy
36,165
+1,851
+5% +$108K 0.54% 49
2023
Q4 		$2.07M Buy
34,314
+12,498
+57% +$712K 0.45% 59
2023
Q3 		$1.14M Sell
21,816
-7,298
-25% -$505K 0.28% 64
2023
Q2 		$2.12M Sell
29,114
-2,456
-8% -$186K 0.52% 47
2023
Q1 		$2.42M Buy
31,570
+149
+0.5% +$11.5K 0.63% 36
2022
Q4 		$2.66M Sell
31,421
-23,244
-43% -$1.88M 0.7% 35
2022
Q3 		$4.37M Buy
54,665
+1,290
+2% +$109K 1.43% 21
2022
Q2 		$4.06M Buy
53,375
+1,301
+2% +$99K 1.2% 21
2022
Q1 		$4.52M Buy
52,074
+8,257
+19% +$662K 1.06% 22
2021
Q4 		$4.02M Buy
43,817
+8,475
+24% +$732K 1.11% 21
2021
Q3 		$2.77M Sell
35,342
-7,106
-17% -$573K 0.96% 24
2021
Q2 		$3.11M Sell
42,448
-35,221
-45% -$2.64M 1.06% 23
2021
Q1 		$6.79M Sell
77,669
-5,412
-7% -$422K 1.79% 14
2020
Q4 		$6.17M Buy
83,081
+7,697
+10% +$576K 2.21% 8
2020
Q3 		$5.23M Buy
75,384
+4,972
+7% +$343K 2.13% 7
2020
Q2 		$4.23M Buy
70,412
+21,396
+44% +$1.28M 2.04% 10
2020
Q1 		$3.02M Buy
+49,016
New +$3.08M 2.08% 8

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

Symphony Financial's NEE Position: Q1 2026 in Review

Symphony Financial increased its NextEra Energy (NEE) stake by 2.9% in Q1 2026, buying an estimated $95K and bringing the position to 38,272 shares worth $3.5M. The position accounts for 0.46% of the portfolio, ranked #55.

Symphony Financial first reported a position in NEE in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.79M in Q1 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Symphony Financial held 38,272 shares of NextEra Energy worth $3.5M as of Q1 2026.
  • Symphony Financial bought 1,069 NextEra Energy shares in Q1 2026, an estimated $95K.
  • NextEra Energy made up 0.46% of Symphony Financial's portfolio in Q1 2026, its #55 holding.
  • Symphony Financial first reported a position in NextEra Energy in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's NextEra Energy position peaked at $6.79M in Q1 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.