Synergy Financial Group’s NextEra Energy NEE Stock Holding History

Synergy Financial Group’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	$476K	Buy	5,125 +833	+19%	+$74.1K	0.36%	60
2025 Q4	$345K	Sell	4,292 -353	-8%	-$29.2K	0.24%	71
2025 Q3	$351K	Sell	4,645 -8	-0.2%	-$585	0.24%	71
2025 Q2	$323K	Sell	4,653 -13	-0.3%	-$903	0.24%	79
2025 Q1	$331K	Sell	4,666 -67	-1%	-$4.73K	0.3%	70
2024 Q4	$339K	Sell	4,733 -1,245	-21%	-$96.7K	0.28%	66
2024 Q3	$505K	Buy	5,978 +307	+5%	+$24K	0.48%	41
2024 Q2	$402K	Sell	5,671 -21	-0.4%	-$1.49K	0.42%	47
2024 Q1	$364K	Buy	5,692 +12	+0.2%	+$703	0.41%	52
2023 Q4	$345K	Buy	5,680 +76	+1%	+$4.33K	0.42%	54
2023 Q3	$321K	Buy	5,604 +2	+0%	+$138	0.45%	49
2023 Q2	$416K	Hold	5,602	–	–	0.56%	42
2023 Q1	$432K	Hold	5,602	–	–	0.7%	35
2022 Q4	$468K	Sell	5,602 -1,600	-22%	-$129K	0.93%	26
2022 Q3	$565K	Buy	7,202 +64	+0.9%	+$5.43K	0.85%	34
2022 Q2	$553K	Hold	7,138	–	–	0.87%	36
2022 Q1	$605K	Hold	7,138	–	–	0.64%	46
2021 Q4	$666K	Buy	+7,138	New	+$617K	0.6%	48

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Synergy Financial Group's NEE Position: Q1 2026 in Review

Synergy Financial Group increased its NextEra Energy (NEE) stake by 19% in Q1 2026, buying an estimated $74.1K and bringing the position to 5,125 shares worth $476K. The position accounts for 0.36% of the portfolio, ranked #60.

Synergy Financial Group first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $666K in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Synergy Financial Group held 5,125 shares of NextEra Energy worth $476K as of Q1 2026.
Synergy Financial Group bought 833 NextEra Energy shares in Q1 2026, an estimated $74.1K.
NextEra Energy made up 0.36% of Synergy Financial Group's portfolio in Q1 2026, its #60 holding.
Synergy Financial Group first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Synergy Financial Group's NextEra Energy position peaked at $666K in Q4 2021.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.