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 | $48.2M | Buy |
518,500
+115,000
| +29% | +$10.2M | 0.01% | 1680 |
|
|
2025
Q4 | $32.4M | Buy |
403,500
+57,200
| +17% | +$4.74M | 0.01% | 2090 |
|
|
2025
Q3 | $26.1M | Buy |
346,300
+266,400
| +333% | +$19.5M | ﹤0.01% | 2270 |
|
|
2025
Q2 | $5.55M | Sell |
79,900
-327,800
| -80% | -$22.8M | ﹤0.01% | 3767 |
|
|
2025
Q1 | $28.9M | Buy |
407,700
+43,200
| +12% | +$3.05M | 0.01% | 1988 |
|
|
2024
Q4 | $26.1M | Buy |
364,500
+146,100
| +67% | +$11.3M | ﹤0.01% | 2045 |
|
|
2024
Q3 | $18.5M | Sell |
218,400
-81,300
| -27% | -$6.34M | ﹤0.01% | 1894 |
|
|
2024
Q2 | $21.2M | Sell |
299,700
-36,500
| -11% | -$2.59M | 0.01% | 1629 |
|
|
2024
Q1 | $21.5M | Sell |
336,200
-18,000
| -5% | -$1.05M | 0.01% | 1631 |
|
|
2023
Q4 | $21.5M | Buy |
354,200
+13,100
| +4% | +$747K | 0.01% | 1540 |
|
|
2023
Q3 | $19.5M | Buy |
341,100
+208,000
| +156% | +$14.4M | 0.01% | 1498 |
|
|
2023
Q2 | $9.88M | Sell |
133,100
-286,500
| -68% | -$21.7M | ﹤0.01% | 1970 |
|
|
2023
Q1 | $32.3M | Buy |
419,600
+226,100
| +117% | +$17.4M | 0.01% | 1034 |
|
|
2022
Q4 | $16.2M | Sell |
193,500
-2,100
| -1% | -$170K | 0.01% | 1578 |
|
|
2022
Q3 | $15.3M | Buy |
195,600
+74,000
| +61% | +$6.28M | 0.01% | 1459 |
|
|
2022
Q2 | $9.42M | Sell |
121,600
-379,500
| -76% | -$28.9M | ﹤0.01% | 1863 |
|
|
2022
Q1 | $42.4M | Sell |
501,100
-2,621,106
| -84% | -$210M | 0.01% | 942 |
|
|
2021
Q4 | $291M | Buy |
3,122,206
+2,305,897
| +282% | +$199M | 0.08% | 241 |
|
|
2021
Q3 | $64.1M | Buy |
816,309
+54,800
| +7% | +$4.42M | 0.02% | 734 |
|
|
2021
Q2 | $55.8M | Sell |
761,509
-149,600
| -16% | -$11.2M | 0.02% | 790 |
|
|
2021
Q1 | $68.9M | Buy |
911,109
+837,409
| +1,136% | +$65.4M | 0.02% | 667 |
|
|
2020
Q4 | $5.69M | Sell |
73,700
-70,300
| -49% | -$5.26M | ﹤0.01% | 2323 |
|
|
2020
Q3 | $9.99M | Buy |
+144,000
| New | +$9.94M | ﹤0.01% | 1647 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$120K | – | 8212 |
|
|
2020
Q1 | $120K | Buy |
2,000
+400
| +25% | +$25.1K | ﹤0.01% | 5128 |
|
|
2019
Q4 | $97K | Hold |
1,600
| – | – | ﹤0.01% | 6031 |
|
|
2019
Q3 | $93K | Sell |
1,600
-2,000
| -56% | -$108K | ﹤0.01% | 5805 |
|
|
2019
Q2 | $184K | Buy |
3,600
+2,000
| +125% | +$98.4K | ﹤0.01% | 4965 |
|
|
2019
Q1 | $77K | Sell |
1,600
-2,400
| -60% | -$110K | ﹤0.01% | 5264 |
|
|
2018
Q4 | $174K | Buy |
4,000
+400
| +11% | +$17.5K | ﹤0.01% | 5073 |
|
|
2018
Q3 | $151K | Buy |
3,600
+1,200
| +50% | +$51.1K | ﹤0.01% | 5262 |
|
|
2018
Q2 | $100K | Sell |
2,400
-400
| -14% | -$16.2K | ﹤0.01% | 5443 |
|
|
2018
Q1 | $114K | Buy |
2,800
+800
| +40% | +$30.8K | ﹤0.01% | 5140 |
|
|
2017
Q4 | $78K | Buy |
2,000
+800
| +67% | +$30.9K | ﹤0.01% | 5539 |
|
|
2017
Q3 | $44K | Sell |
1,200
-4,800
| -80% | -$176K | ﹤0.01% | 5879 |
|
|
2017
Q2 | $210K | Buy |
6,000
+1,600
| +36% | +$54.7K | ﹤0.01% | 4712 |
|
|
2017
Q1 | $141K | Buy |
+4,400
| New | +$138K | ﹤0.01% | 4867 |
|
|
2016
Q4 | – | Sell |
-35,600
| Closed | -$1.09M | – | 7939 |
|
|
2016
Q3 | $1.09M | Buy |
+35,600
| New | +$1.12M | ﹤0.01% | 3354 |
|
|
2016
Q2 | – | Sell |
-1,600
| Closed | -$47K | – | 7883 |
|
|
2016
Q1 | $47K | Buy |
1,600
+800
| +100% | +$22.5K | ﹤0.01% | 5557 |
|
|
2015
Q4 | $21K | Hold |
800
| – | – | ﹤0.01% | 6713 |
|
|
2015
Q3 | $20K | Hold |
800
| – | – | ﹤0.01% | 6698 |
|
|
2015
Q2 | $20K | Sell |
800
-39,104
| -98% | -$994K | ﹤0.01% | 6869 |
|
|
2015
Q1 | $1.04M | Buy |
39,904
+21,504
| +117% | +$567K | ﹤0.01% | 3540 |
|
|
2014
Q4 | $489K | Buy |
+18,400
| New | +$465K | ﹤0.01% | 4231 |
|
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.