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 Q2	$2.75M	Buy	31,356 +1,396	+5%	+$126K	0.12%	123
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	Buy	23,032 +1,332	+6%	+$78K	0.14%	108
2023 Q4	$1.32M	Buy	21,700 +12,432	+134%	+$709K	0.13%	111
2023 Q3	$531K	Buy	+9,268	New	+$642K	0.07%	174

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

Syon Capital's NEE Position: Q2 2026 in Review

Syon Capital increased its NextEra Energy (NEE) stake by 4.7% in Q2 2026, buying an estimated $126K and bringing the position to 31,356 shares worth $2.75M. The position accounts for 0.12% of the portfolio, ranked #123.

Syon Capital first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.78M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Syon Capital held 31,356 shares of NextEra Energy worth $2.75M as of Q2 2026.
Syon Capital bought 1,396 NextEra Energy shares in Q2 2026, an estimated $126K.
NextEra Energy made up 0.12% of Syon Capital's portfolio in Q2 2026, its #123 holding.
Syon Capital first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Syon Capital's NextEra Energy position peaked at $2.78M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.