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UBS O'Connor’s NextEra Energy NEE Stock Holding History

UBS O'Connor’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
2025
Q4 		$8.77M Buy
+109,300
New +$9.05M 0.23% 35
2023
Q1 		– Sell
-13,925
Closed -$1.16M – 689
2022
Q4 		$1.16M Sell
13,925
-39,137
-74% -$3.16M 0.02% 549
2022
Q3 		$4.16M Sell
53,062
-105,856
-67% -$8.98M 0.05% 346
2022
Q2 		$12.3M Buy
+158,918
New +$12.1M 0.13% 81
2021
Q3 		– Sell
-100,000
Closed -$7.33M – 964
2021
Q2 		$7.33M Buy
+100,000
New +$7.5M 0.07% 147
2020
Q4 		– Sell
-24,000
Closed -$1.67M – 628
2020
Q3 		$1.67M Buy
24,000
+4,000
+20% +$276K 0.04% 193
2020
Q2 		$1.2M Buy
+20,000
New +$1.2M 0.03% 261
2015
Q3 		– Sell
-1,622,488
Closed -$39.8M – 687
2015
Q2 		$39.8M Buy
1,622,488
+1,299,672
+403% +$33M 0.33% 81
2015
Q1 		$8.4M Buy
322,816
+168,304
+109% +$4.44M 0.08% 240
2014
Q4 		$4.11M Sell
154,512
-243,160
-61% -$6.14M 0.07% 211
2014
Q3 		$9.33M Sell
397,672
-315,328
-44% -$7.61M 0.16% 164
2014
Q2 		$18.3M Buy
713,000
+105,084
+17% +$2.56M 0.12% 88
2014
Q1 		$14.5M Sell
607,916
-364,884
-38% -$8.27M 0.28% 124
2013
Q4 		$20.8M Buy
972,800
+372,800
+62% +$7.86M 0.38% 95
2013
Q3 		$12M Buy
600,000
+39,996
+7% +$825K 0.25% 124
2013
Q2 		$11.4M Buy
+560,004
New +$11.1M 0.21% 140

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS O'Connor's NEE Position: Q4 2025 in Review

UBS O'Connor opened a new position in NextEra Energy (NEE) in Q4 2025: 109,300 shares worth $8.77M. The stake represents 0.23% of the portfolio and ranks #35 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in NEE as recently as Q4 2022.

UBS O'Connor first reported a position in NEE in Q2 2013 and has held it in 16 quarters since. The position peaked at $39.8M in Q2 2015. 2,964 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • UBS O'Connor held 109,300 shares of NextEra Energy worth $8.77M as of Q4 2025.
  • NextEra Energy was a new UBS O'Connor position in Q4 2025.
  • NextEra Energy made up 0.23% of UBS O'Connor's portfolio in Q4 2025, its #35 holding.
  • UBS O'Connor first reported a position in NextEra Energy in Q2 2013 and has held it in 16 quarters since.
  • UBS O'Connor's NextEra Energy position peaked at $39.8M in Q2 2015.
  • 2,964 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.