Syntax Research’s NextEra Energy NEE Stock Holding History

Syntax Research’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	$70.6K	Hold	804	–	–	0.05%	84
2026 Q1	$74.7K	Hold	804	–	–	0.05%	87
2025 Q4	$64.5K	Hold	804	–	–	0.04%	88
2025 Q3	$60.7K	Hold	804	–	–	0.04%	89
2025 Q2	$55.8K	Hold	804	–	–	0.04%	84
2025 Q1	$57K	Hold	804	–	–	0.04%	87
2024 Q4	$57.6K	Hold	804	–	–	0.04%	85
2024 Q3	$68K	Hold	804	–	–	0.05%	82
2024 Q2	$56.9K	Hold	804	–	–	0.05%	79
2024 Q1	$51.4K	Hold	804	–	–	0.04%	87
2023 Q4	$48.8K	Sell	804 -32	-4%	-$1.82K	0.04%	86
2023 Q3	$47.9K	Buy	+836	New	+$57.9K	0.04%	94

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

Syntax Research's NEE Position: Q2 2026 in Review

Syntax Research held its NextEra Energy (NEE) position steady in Q2 2026 at 804 shares worth $70.6K. The position accounts for 0.05% of the portfolio, ranked #84.

Syntax Research first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $74.7K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Syntax Research held 804 shares of NextEra Energy worth $70.6K as of Q2 2026.
Syntax Research left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of Syntax Research's portfolio in Q2 2026, its #84 holding.
Syntax Research first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Syntax Research's NextEra Energy position peaked at $74.7K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.