Union Bancaire Privee’s NextEra Energy NEE Stock Holding History

Union Bancaire Privee’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	$88.2M	Buy	1,020,667 +310,078	+44%	+$28M	0.96%	19
2026 Q1	$63.7M	Buy	710,589 +379,557	+115%	+$33.7M	0.89%	19
2025 Q4	$27.1M	Buy	331,032 +275,552	+497%	+$22.8M	0.32%	59
2025 Q3	$4.96M	Sell	55,480 -7,219	-12%	-$527K	0.07%	124
2025 Q2	$4.08M	Buy	62,699 +16,981	+37%	+$1.18M	0.06%	128
2025 Q1	$3.03M	Buy	45,718 +2,600	+6%	+$184K	0.06%	142
2024 Q4	$3.02M	Buy	+43,118	New	+$3.35M	0.05%	149

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Union Bancaire Privee's NEE Position: Q2 2026 in Review

Union Bancaire Privee increased its NextEra Energy (NEE) stake by 44% in Q2 2026, buying an estimated $28M and bringing the position to 1,020,667 shares worth $88.2M. The position accounts for 0.96% of the portfolio, ranked #19.

Union Bancaire Privee first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Union Bancaire Privee held 1,020,667 shares of NextEra Energy worth $88.2M as of Q2 2026.
Union Bancaire Privee bought 310,078 NextEra Energy shares in Q2 2026, an estimated $28M.
NextEra Energy made up 0.96% of Union Bancaire Privee's portfolio in Q2 2026, its #19 holding.
Union Bancaire Privee first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
1,098 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.