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 Q1	$2.09M	Buy	+22,500	New	+$2M	0.78%	45

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Union Heritage Capital's NEE Position: Q1 2026 in Review

Union Heritage Capital opened a new position in NextEra Energy (NEE) in Q1 2026: 22,500 shares worth $2.09M. The stake represents 0.78% of the portfolio and ranks #45 among its holdings.

3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Union Heritage Capital held 22,500 shares of NextEra Energy worth $2.09M as of Q1 2026.
NextEra Energy was a new Union Heritage Capital position in Q1 2026.
NextEra Energy made up 0.78% of Union Heritage Capital's portfolio in Q1 2026, its #45 holding.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.