MUFG Securities Americas’s NextEra Energy NEE Stock Holding History

MUFG Securities Americas’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	$5.51M	Buy	62,808 +5,193	+9%	+$470K	0.28%	62
2026 Q1	$5.35M	Buy	57,615 +1,509	+3%	+$134K	0.34%	50
2025 Q4	$4.5M	Buy	56,106 +574	+1%	+$47.5K	0.28%	65
2025 Q3	$4.19M	Buy	55,532 +9,907	+22%	+$724K	0.27%	67
2025 Q2	$3.17M	Buy	45,625 +9,223	+25%	+$641K	0.27%	69
2025 Q1	$2.58M	Buy	36,402 +6,046	+20%	+$427K	0.3%	65
2024 Q4	$2.18M	Buy	+30,356	New	+$2.36M	0.28%	70

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

MUFG Securities Americas's NEE Position: Q2 2026 in Review

MUFG Securities Americas increased its NextEra Energy (NEE) stake by 9% in Q2 2026, buying an estimated $470K and bringing the position to 62,808 shares worth $5.51M. The position accounts for 0.28% of the portfolio, ranked #62.

MUFG Securities Americas first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

MUFG Securities Americas held 62,808 shares of NextEra Energy worth $5.51M as of Q2 2026.
MUFG Securities Americas bought 5,193 NextEra Energy shares in Q2 2026, an estimated $470K.
NextEra Energy made up 0.28% of MUFG Securities Americas's portfolio in Q2 2026, its #62 holding.
MUFG Securities Americas first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.