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Union Heritage Capital’s NextEra Energy NEE Stock Holding History

Union Heritage Capital’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 		$1.97M Hold
22,500
– – 0.67% 46
2026
Q1 		$2.09M Buy
+22,500
New +$2M 0.78% 45

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BlackRock
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Union Heritage Capital's NEE Position: Q2 2026 in Review

Union Heritage Capital held its NextEra Energy (NEE) position steady in Q2 2026 at 22,500 shares worth $1.97M. The position accounts for 0.67% of the portfolio, ranked #46.

Union Heritage Capital first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.09M in Q1 2026. 3,051 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Union Heritage Capital held 22,500 shares of NextEra Energy worth $1.97M as of Q2 2026.
  • Union Heritage Capital left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.67% of Union Heritage Capital's portfolio in Q2 2026, its #46 holding.
  • Union Heritage Capital first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Union Heritage Capital's NextEra Energy position peaked at $2.09M in Q1 2026.
  • 3,051 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.