UBS Group’s NextEra Energy NEE Stock Holding History

UBS Group’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	$2.17B	Buy	23,356,209 +4,927,126	+27%	+$438M	0.33%	47
2025 Q4	$1.48B	Sell	18,429,083 -194,182	-1%	-$16.1M	0.24%	62
2025 Q3	$1.41B	Buy	18,623,265 +72,309	+0.4%	+$5.28M	0.22%	69
2025 Q2	$1.29B	Sell	18,550,956 -3,136,896	-14%	-$218M	0.22%	72
2025 Q1	$1.54B	Buy	21,687,852 +712,546	+3%	+$50.3M	0.28%	48
2024 Q4	$1.5B	Buy	20,975,306 +2,839,495	+16%	+$221M	0.28%	48
2024 Q3	$1.53B	Buy	18,135,811 +1,354,284	+8%	+$106M	0.33%	49
2024 Q2	$1.19B	Buy	16,781,527 +2,318,223	+16%	+$164M	0.29%	56
2024 Q1	$924M	Buy	14,463,304 +2,244,293	+18%	+$131M	0.23%	72
2023 Q4	$742M	Sell	12,219,011 -1,399,348	-10%	-$79.7M	0.22%	85
2023 Q3	$780M	Sell	13,618,359 -800,755	-6%	-$55.4M	0.27%	68
2023 Q2	$1.07B	Buy	14,419,114 +1,689,731	+13%	+$128M	0.36%	51
2023 Q1	$981M	Sell	12,729,383 -933,949	-7%	-$71.8M	0.36%	47
2022 Q4	$1.14B	Buy	13,663,332 +1,213,783	+10%	+$98.1M	0.43%	35
2022 Q3	$976M	Sell	12,449,549 -5,150	-0%	-$437K	0.43%	35
2022 Q2	$965M	Sell	12,454,699 -263,123	-2%	-$20M	0.4%	44
2022 Q1	$1.08B	Sell	12,717,822 -295,314	-2%	-$23.7M	0.36%	52
2021 Q4	$1.21B	Buy	13,013,136 +507,517	+4%	+$43.9M	0.35%	48
2021 Q3	$982M	Buy	12,505,619 +738,479	+6%	+$59.6M	0.31%	59
2021 Q2	$862M	Sell	11,767,140 -777,732	-6%	-$58.4M	0.28%	70
2021 Q1	$949M	Buy	12,544,872 +308,639	+3%	+$24.1M	0.31%	60
2020 Q4	$944M	Sell	12,236,233 -1,155,551	-9%	-$86.4M	0.32%	64
2020 Q3	$929M	Buy	13,391,784 +1,070,368	+9%	+$73.9M	0.35%	61
2020 Q2	$740M	Sell	12,321,416 -326,112	-3%	-$19.5M	0.31%	65
2020 Q1	$761M	Sell	12,647,528 -3,168,036	-20%	-$199M	0.36%	57
2019 Q4	$957M	Sell	15,815,564 -359,332	-2%	-$21M	0.33%	63
2019 Q3	$942M	Sell	16,174,896 -610,552	-4%	-$33M	0.36%	58
2019 Q2	$860M	Buy	16,785,448 +2,195,984	+15%	+$108M	0.33%	65
2019 Q1	$705M	Sell	14,589,464 -749,204	-5%	-$34.3M	0.29%	77
2018 Q4	$667M	Sell	15,338,668 -1,325,688	-8%	-$58M	0.3%	72
2018 Q3	$698M	Buy	16,664,356 +731,332	+5%	+$31.1M	0.28%	73
2018 Q2	$665M	Sell	15,933,024 -2,546,304	-14%	-$103M	0.29%	68
2018 Q1	$755M	Buy	18,479,328 +3,776,320	+26%	+$146M	0.33%	60
2017 Q4	$574M	Sell	14,703,008 -1,790,252	-11%	-$69.1M	0.24%	97
2017 Q3	$604M	Buy	16,493,260 +645,644	+4%	+$23.7M	0.28%	79
2017 Q2	$555M	Sell	15,847,616 -684,336	-4%	-$23.4M	0.29%	76
2017 Q1	$531M	Sell	16,531,952 -1,323,156	-7%	-$41.6M	0.29%	70
2016 Q4	$533M	Buy	17,855,108 +1,480,992	+9%	+$44.3M	0.29%	62
2016 Q3	$501M	Buy	16,374,116 +1,144,524	+8%	+$36.1M	0.3%	66
2016 Q2	$496M	Buy	15,229,592 +473,336	+3%	+$14.2M	0.31%	58
2016 Q1	$437M	Sell	14,756,256 -659,112	-4%	-$18.5M	0.29%	62
2015 Q4	$400M	Buy	15,415,368 +802,832	+5%	+$20.3M	0.26%	77
2015 Q3	$356M	Sell	14,612,536 -481,856	-3%	-$12.3M	0.25%	76
2015 Q2	$370M	Buy	15,094,392 +294,404	+2%	+$7.48M	0.25%	81
2015 Q1	$385M	Buy	14,799,988 +346,060	+2%	+$9.13M	0.27%	75
2014 Q4	$384M	Buy	+14,453,928	New	+$365M	0.27%	71

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

UBS Group's NEE Position: Q1 2026 in Review

UBS Group increased its NextEra Energy (NEE) stake by 27% in Q1 2026, buying an estimated $438M and bringing the position to 23,356,209 shares worth $2.17B. The position accounts for 0.33% of the portfolio, ranked #47.

UBS Group first reported a position in NEE in Q4 2014 and has held it in 46 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

UBS Group held 23,356,209 shares of NextEra Energy worth $2.17B as of Q1 2026.
UBS Group bought 4,927,126 NextEra Energy shares in Q1 2026, an estimated $438M.
NextEra Energy made up 0.33% of UBS Group's portfolio in Q1 2026, its #47 holding.
UBS Group first reported a position in NextEra Energy in Q4 2014 and has held it in 46 quarters since.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.