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Unify Financial Advisors’s NextEra Energy NEE Stock Holding History

Unify Financial Advisors’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 		$337K Sell
3,840
-5,014
-57% -$454K 0.31% 67
2026
Q1 		$822K Sell
8,854
-347
-4% -$30.9K 0.85% 36
2025
Q4 		$739K Buy
+9,201
New +$762K 0.77% 33

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Unify Financial Advisors's NEE Position: Q2 2026 in Review

Unify Financial Advisors reduced its NextEra Energy (NEE) stake by 57% in Q2 2026, selling an estimated $454K and leaving 3,840 shares worth $337K. The position accounts for 0.31% of the portfolio, ranked #67.

Unify Financial Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $822K in Q1 2026. 844 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Unify Financial Advisors held 3,840 shares of NextEra Energy worth $337K as of Q2 2026.
  • Unify Financial Advisors sold 5,014 NextEra Energy shares in Q2 2026, an estimated $454K.
  • NextEra Energy made up 0.31% of Unify Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Unify Financial Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's NextEra Energy position peaked at $822K in Q1 2026.
  • 844 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.