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Syntegra Private Wealth Group’s NextEra Energy NEE Stock Holding History

Syntegra Private Wealth 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
Q2 		$499K Buy
5,690
+320
+6% +$28.9K 0.04% 122
2026
Q1 		$499K Sell
5,370
-329
-6% -$29.3K 0.05% 110
2025
Q4 		$458K Buy
5,699
+159
+3% +$13.2K 0.04% 118
2025
Q3 		$418K Sell
5,540
-243
-4% -$17.8K 0.04% 126
2025
Q2 		$401K Buy
5,783
+750
+15% +$52.1K 0.04% 117
2025
Q1 		$357K Buy
5,033
+189
+4% +$13.3K 0.04% 115
2024
Q4 		$347K Sell
4,844
-26
-0.5% -$2.02K 0.04% 106
2024
Q3 		$412K Buy
4,870
+103
+2% +$8.04K 0.05% 100
2024
Q2 		$338K Buy
4,767
+62
+1% +$4.4K 0.04% 106
2024
Q1 		$301K Sell
4,705
-760
-14% -$44.5K 0.04% 111
2023
Q4 		$332K Buy
5,465
+156
+3% +$8.89K 0.05% 94
2023
Q3 		$304K Sell
5,309
-15
-0.3% -$1.04K 0.05% 95
2023
Q2 		$395K Buy
5,324
+15
+0.3% +$1.14K 0.06% 83
2023
Q1 		$409K Buy
5,309
+140
+3% +$10.8K 0.07% 78
2022
Q4 		$432K Buy
+5,169
New +$418K 0.09% 63

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Syntegra Private Wealth Group's NEE Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its NextEra Energy (NEE) stake by 6% in Q2 2026, buying an estimated $28.9K and bringing the position to 5,690 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #122.

Syntegra Private Wealth Group first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 1,287 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Syntegra Private Wealth Group held 5,690 shares of NextEra Energy worth $499K as of Q2 2026.
  • Syntegra Private Wealth Group bought 320 NextEra Energy shares in Q2 2026, an estimated $28.9K.
  • NextEra Energy made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #122 holding.
  • Syntegra Private Wealth Group first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,287 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.