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Synergy Investment Management’s NextEra Energy NEE Stock Holding History

Synergy Investment 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 		$144K Buy
1,627
+1,431
+730% +$129K 0.03% 212
2026
Q1 		$18.2K Buy
+196
New +$17.4K 0.01% 420
2025
Q2 		– Sell
-875
Closed -$62K – 395
2025
Q1 		$62K Buy
875
+27
+3% +$1.91K 0.03% 213
2024
Q4 		$60.8K Buy
+848
New +$65.9K 0.03% 221

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Synergy Investment Management increased its NextEra Energy (NEE) stake by 730% in Q2 2026, buying an estimated $129K and bringing the position to 1,627 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #212.

Synergy Investment Management first reported a position in NEE in Q4 2024 and has held it in 4 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Synergy Investment Management held 1,627 shares of NextEra Energy worth $144K as of Q2 2026.
  • Synergy Investment Management bought 1,431 NextEra Energy shares in Q2 2026, an estimated $129K.
  • NextEra Energy made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #212 holding.
  • Synergy Investment Management first reported a position in NextEra Energy in Q4 2024 and has held it in 4 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.