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 Q2	$250K	Sell	2,843 -82	-3%	-$7.42K	0.05%	151
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Syverson Strege & Co's NEE Position: Q2 2026 in Review

Syverson Strege & Co reduced its NextEra Energy (NEE) stake by 2.8% in Q2 2026, selling an estimated $7.42K and leaving 2,843 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #151.

Syverson Strege & Co first reported a position in NEE in Q4 2020 and has held it in 15 quarters since. The position peaked at $272K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Syverson Strege & Co held 2,843 shares of NextEra Energy worth $250K as of Q2 2026.
Syverson Strege & Co sold 82 NextEra Energy shares in Q2 2026, an estimated $7.42K.
NextEra Energy made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #151 holding.
Syverson Strege & Co first reported a position in NextEra Energy in Q4 2020 and has held it in 15 quarters since.
Syverson Strege & Co's NextEra Energy position peaked at $272K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.