Syverson Strege & Co’s NextEra Energy NEE Stock Holding History

Syverson Strege & Co’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	$272K	Sell	2,925 -17	-0.6%	-$1.51K	0.07%	130
2025 Q4	$236K	Buy	2,942 +104	+4%	+$8.61K	0.06%	145
2025 Q3	$214K	Sell	2,838 -197	-6%	-$14.4K	0.05%	157
2025 Q2	$211K	Buy	+3,035	New	+$211K	0.05%	155
2023 Q2	–	Sell	-1,226	Closed	-$94.5K	–	417
2023 Q1	$94.5K	Hold	1,226	–	–	0.04%	90
2022 Q4	$102K	Buy	1,226 +2	+0.2%	+$162	0.05%	91
2022 Q3	$96K	Hold	1,224	–	–	0.05%	92
2022 Q2	$95K	Hold	1,224	–	–	0.03%	101
2022 Q1	$104K	Hold	1,224	–	–	0.11%	91
2021 Q4	$114K	Hold	1,224	–	–	0.08%	92
2021 Q3	$96K	Hold	1,224	–	–	0.08%	100
2021 Q2	$90K	Sell	1,224 -1,289	-51%	-$96.7K	0.08%	95
2021 Q1	$190K	Sell	2,513 -4	-0.2%	-$312	0.2%	57
2020 Q4	$194K	Buy	+2,517	New	+$188K	0.19%	55

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Syverson Strege & Co's NEE Position: Q1 2026 in Review

Syverson Strege & Co reduced its NextEra Energy (NEE) stake by 0.58% in Q1 2026, selling an estimated $1.51K and leaving 2,925 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #130.

Syverson Strege & Co first reported a position in NEE in Q4 2020 and has held it in 14 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Syverson Strege & Co held 2,925 shares of NextEra Energy worth $272K as of Q1 2026.
Syverson Strege & Co sold 17 NextEra Energy shares in Q1 2026, an estimated $1.51K.
NextEra Energy made up 0.07% of Syverson Strege & Co's portfolio in Q1 2026, its #130 holding.
Syverson Strege & Co first reported a position in NextEra Energy in Q4 2020 and has held it in 14 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.