Synergy Investment Management »

Nextera Energy shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nextera Energy by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $143k 1.6k 87.76
2026-03-31 $18k 196 92.74
2025-03-31 $62k 875 70.89
2024-12-31 $61k 848 71.69

More positions owned by Synergy Investment Management

Ishares Core MF Closed and MF Open (IVV)
Vanguard S&p MF Closed and MF Open (VOO)
Ishares U S MF Closed and MF Open (DYNF)
Vanguard Morningstar Growth ETF Growth Etf (VUG)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
State Street MF Closed and MF Open (SPTI)
Ishares A I MF Closed and MF Open (BAI)
Ishares Systematic MF Closed and MF Open (IALT)
Ishares U S MF Closed and MF Open (GOVT)
Capital Group MF Closed and MF Open (CGDV)
Pacer Data MF Closed and MF Open (TRFK)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (FAD)

View all positions for Synergy Investment Management

Top funds holding Nextera Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Franklin Resources
Wells Fargo & Company
Norges Bank Investment Management
Bank of America Corporation
FMR
UBS Group
Goldman Sachs Group
Northern Trust

View all funds holding Nextera Energy