UBS Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.8M | Buy |
644,100
+269,200
| +72% | +$23.9M | 0.01% | 1460 |
|
|
2025
Q4 | $30.1M | Buy |
374,900
+51,400
| +16% | +$4.26M | ﹤0.01% | 2170 |
|
|
2025
Q3 | $24.4M | Buy |
323,500
+283,500
| +709% | +$20.7M | ﹤0.01% | 2345 |
|
|
2025
Q2 | $2.78M | Sell |
40,000
-13,400
| -25% | -$931K | ﹤0.01% | 4469 |
|
|
2025
Q1 | $3.79M | Sell |
53,400
-183,800
| -77% | -$13M | ﹤0.01% | 4065 |
|
|
2024
Q4 | $17M | Sell |
237,200
-491,900
| -67% | -$38.2M | ﹤0.01% | 2506 |
|
|
2024
Q3 | $61.6M | Sell |
729,100
-623,000
| -46% | -$48.6M | 0.01% | 1015 |
|
|
2024
Q2 | $95.7M | Buy |
1,352,100
+1,172,100
| +651% | +$83.2M | 0.02% | 672 |
|
|
2024
Q1 | $11.5M | Sell |
180,000
-307,800
| -63% | -$18M | ﹤0.01% | 2153 |
|
|
2023
Q4 | $29.6M | Buy |
487,800
+361,700
| +287% | +$20.6M | 0.01% | 1316 |
|
|
2023
Q3 | $7.22M | Hold |
126,100
| – | – | ﹤0.01% | 2243 |
|
|
2023
Q2 | $9.36M | Sell |
126,100
-248,000
| -66% | -$18.8M | ﹤0.01% | 2003 |
|
|
2023
Q1 | $28.8M | Sell |
374,100
-532,000
| -59% | -$40.9M | 0.01% | 1126 |
|
|
2022
Q4 | $75.7M | Buy |
906,100
+721,000
| +390% | +$58.2M | 0.03% | 607 |
|
|
2022
Q3 | $14.5M | Sell |
185,100
-974,100
| -84% | -$82.6M | 0.01% | 1494 |
|
|
2022
Q2 | $89.8M | Sell |
1,159,200
-331,200
| -22% | -$25.2M | 0.04% | 490 |
|
|
2022
Q1 | $126M | Sell |
1,490,400
-81,906
| -5% | -$6.56M | 0.04% | 440 |
|
|
2021
Q4 | $147M | Buy |
1,572,306
+823,311
| +110% | +$71.2M | 0.04% | 435 |
|
|
2021
Q3 | $58.8M | Sell |
748,995
-1,500
| -0.2% | -$121K | 0.02% | 786 |
|
|
2021
Q2 | $55M | Buy |
750,495
+80,900
| +12% | +$6.07M | 0.02% | 803 |
|
|
2021
Q1 | $50.6M | Sell |
669,595
-118,305
| -15% | -$9.23M | 0.02% | 839 |
|
|
2020
Q4 | $60.8M | Buy |
787,900
+775,500
| +6,254% | +$58M | 0.02% | 694 |
|
|
2020
Q3 | $860K | Sell |
12,400
-27,600
| -69% | -$1.91M | ﹤0.01% | 3752 |
|
|
2020
Q2 | $2.4M | Sell |
40,000
-6,000
| -13% | -$359K | ﹤0.01% | 2702 |
|
|
2020
Q1 | $2.77M | Buy |
46,000
+12,400
| +37% | +$779K | ﹤0.01% | 2446 |
|
|
2019
Q4 | $2.03M | Buy |
33,600
+33,200
| +8,300% | +$1.94M | ﹤0.01% | 3532 |
|
|
2019
Q3 | $23K | Buy |
+400
| New | +$21.6K | ﹤0.01% | 6655 |
|
|
2019
Q1 | – | Sell |
-84,400
| Closed | -$3.67M | – | 8005 |
|
|
2018
Q4 | $3.67M | Buy |
+84,400
| New | +$3.69M | ﹤0.01% | 2456 |
|
|
2018
Q2 | – | Sell |
-433,200
| Closed | -$17.7M | – | 8160 |
|
|
2018
Q1 | $17.7M | Buy |
433,200
+340,000
| +365% | +$13.1M | 0.01% | 1244 |
|
|
2017
Q4 | $3.64M | Buy |
+93,200
| New | +$3.6M | ﹤0.01% | 2664 |
|
|
2017
Q3 | – | Sell |
-152,000
| Closed | -$5.33M | – | 7898 |
|
|
2017
Q2 | $5.33M | Sell |
152,000
-254,000
| -63% | -$8.68M | ﹤0.01% | 2095 |
|
|
2017
Q1 | $13M | Buy |
406,000
+230,000
| +131% | +$7.23M | 0.01% | 1295 |
|
|
2016
Q4 | $5.26M | Sell |
176,000
-165,200
| -48% | -$4.94M | ﹤0.01% | 2045 |
|
|
2016
Q3 | $10.4M | Buy |
+341,200
| New | +$10.7M | 0.01% | 1378 |
|
|
2016
Q2 | – | Sell |
-3,600
| Closed | -$107K | – | 7882 |
|
|
2016
Q1 | $107K | Sell |
3,600
-400
| -10% | -$11.2K | ﹤0.01% | 4924 |
|
|
2015
Q4 | $104K | Sell |
4,000
-139,200
| -97% | -$3.52M | ﹤0.01% | 5170 |
|
|
2015
Q3 | $3.49M | Buy |
143,200
+26,000
| +22% | +$661K | ﹤0.01% | 2232 |
|
|
2015
Q2 | $2.87M | Buy |
117,200
+87,600
| +296% | +$2.23M | ﹤0.01% | 2628 |
|
|
2015
Q1 | $770K | Sell |
29,600
-2,000
| -6% | -$52.8K | ﹤0.01% | 3795 |
|
|
2014
Q4 | $840K | Buy |
+31,600
| New | +$798K | ﹤0.01% | 3722 |
|
Other funds holding NEE
VCM
VPM
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.