SC
NEE icon

Syon Capital’s NextEra Energy NEE Stock Holding History

Syon Capital’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 		$2.78M Sell
29,960
-51
-0.2% -$4.53K 0.14% 104
2025
Q4 		$2.41M Buy
30,011
+1,349
+5% +$112K 0.12% 131
2025
Q3 		$2.16M Buy
28,662
+6,392
+29% +$467K 0.12% 123
2025
Q2 		$1.55M Sell
22,270
-568
-2% -$39.5K 0.1% 144
2025
Q1 		$1.62M Buy
22,838
+2,560
+13% +$181K 0.13% 114
2024
Q4 		$1.45M Sell
20,278
-3,618
-15% -$281K 0.13% 114
2024
Q3 		$2.02M Buy
23,896
+155
+0.7% +$12.1K 0.18% 90
2024
Q2 		$1.68M Buy
23,741
+709
+3% +$50.3K 0.15% 100
2024
Q1 		$1.47M Sell
23,032
-20,368
-47% -$1.19M 0.14% 108
2023
Q4 		$2.64M Buy
43,400
+34,132
+368% +$1.95M 0.11% 116
2023
Q3 		$531K Buy
+9,268
New +$642K 0.07% 174

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Syon Capital's NEE Position: Q1 2026 in Review

Syon Capital reduced its NextEra Energy (NEE) stake by 0.17% in Q1 2026, selling an estimated $4.53K and leaving 29,960 shares worth $2.78M. The position accounts for 0.14% of the portfolio, ranked #104.

Syon Capital first reported a position in NEE in Q3 2023 and has held it in 11 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Syon Capital held 29,960 shares of NextEra Energy worth $2.78M as of Q1 2026.
  • Syon Capital sold 51 NextEra Energy shares in Q1 2026, an estimated $4.53K.
  • NextEra Energy made up 0.14% of Syon Capital's portfolio in Q1 2026, its #104 holding.
  • Syon Capital first reported a position in NextEra Energy in Q3 2023 and has held it in 11 quarters since.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.