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Synergy Asset Management’s NextEra Energy NEE Stock Holding History

Synergy 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
Q2 		$511K Sell
5,824
-2,460
-30% -$223K 0.05% 157
2026
Q1 		$769K Buy
8,284
+561
+7% +$49.9K 0.08% 125
2025
Q4 		$620K Sell
7,723
-14,305
-65% -$1.18M 0.06% 121
2025
Q3 		$1.59M Buy
22,028
+16,322
+286% +$1.19M 0.06% 144
2025
Q2 		$396K Hold
5,706
– – 0.05% 133
2025
Q1 		$404K Sell
5,706
-5,709
-50% -$403K 0.05% 124
2024
Q4 		$892K Buy
11,415
+5,666
+99% +$440K 0.07% 125
2024
Q3 		$486K Sell
5,749
-23
-0.4% -$1.79K 0.07% 101
2024
Q2 		$409K Sell
5,772
-929
-14% -$65.9K 0.06% 96
2024
Q1 		$428K Sell
6,701
-190,305
-97% -$11.1M 0.07% 92
2023
Q4 		$12M Buy
197,006
+191,331
+3,371% +$10.9M 2.14% 18
2023
Q3 		$325K Buy
5,675
+218
+4% +$15.1K 0.06% 101
2023
Q2 		$405K Buy
5,457
+63
+1% +$4.77K 0.1% 72
2023
Q1 		$416K Buy
5,394
+194
+4% +$14.9K 0.1% 87
2022
Q4 		$435K Hold
5,200
– – 0.11% 75
2022
Q3 		$408K Sell
5,200
-48
-0.9% -$4.07K 0.11% 76
2022
Q2 		$407K Buy
+5,248
New +$400K 0.11% 76

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Synergy Asset Management's NEE Position: Q2 2026 in Review

Synergy Asset Management reduced its NextEra Energy (NEE) stake by 30% in Q2 2026, selling an estimated $223K and leaving 5,824 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #157.

Synergy Asset Management first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $12M in Q4 2023. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Synergy Asset Management held 5,824 shares of NextEra Energy worth $511K as of Q2 2026.
  • Synergy Asset Management sold 2,460 NextEra Energy shares in Q2 2026, an estimated $223K.
  • NextEra Energy made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #157 holding.
  • Synergy Asset Management first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
  • Synergy Asset Management's NextEra Energy position peaked at $12M in Q4 2023.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.