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Umpqua Bank’s NextEra Energy NEE Stock Holding History

Umpqua Bank’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 		$1.57M Buy
17,865
+1,010
+6% +$91.4K 0.35% 68
2026
Q1 		$1.57M Sell
16,855
-396
-2% -$35.2K 0.45% 61
2025
Q4 		$1.38M Buy
17,251
+131
+0.8% +$10.8K 0.38% 72
2025
Q3 		$1.47M Buy
17,120
+687
+4% +$50.2K 0.41% 63
2025
Q2 		$1.19M Sell
16,433
-264
-2% -$18.3K 0.36% 74
2025
Q1 		$1.18M Buy
16,697
+1,334
+9% +$94.2K 0.41% 68
2024
Q4 		$1.04M Sell
15,363
-132
-0.9% -$10.3K 0.36% 74
2024
Q3 		$1.31M Sell
15,495
-430
-3% -$33.6K 0.48% 64
2024
Q2 		$1.13M Buy
15,925
+967
+6% +$68.6K 0.44% 64
2024
Q1 		$956K Buy
+14,958
New +$876K 0.39% 72

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Umpqua Bank's NEE Position: Q2 2026 in Review

Umpqua Bank increased its NextEra Energy (NEE) stake by 6% in Q2 2026, buying an estimated $91.4K and bringing the position to 17,865 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #68.

Umpqua Bank first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. 2,991 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Umpqua Bank held 17,865 shares of NextEra Energy worth $1.57M as of Q2 2026.
  • Umpqua Bank bought 1,010 NextEra Energy shares in Q2 2026, an estimated $91.4K.
  • NextEra Energy made up 0.35% of Umpqua Bank's portfolio in Q2 2026, its #68 holding.
  • Umpqua Bank first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
  • 2,991 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.