Union Savings Bank’s NextEra Energy NEE Stock Holding History

Union Savings 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	$454K	Hold	5,174	–	–	0.18%	83
2026 Q1	$481K	Hold	5,174	–	–	0.21%	81
2025 Q4	$415K	Buy	+5,174	New	+$429K	0.18%	89
2025 Q2	$395K	Hold	5,555	–	–	0.18%	89
2025 Q1	$394K	Hold	5,555	–	–	0.19%	88
2024 Q4	$398K	Hold	5,555	–	–	0.2%	91
2024 Q3	$470K	Sell	5,555 -139	-2%	-$10.8K	0.23%	82
2024 Q2	$403K	Buy	5,694 +9	+0.2%	+$639	0.21%	92
2024 Q1	$363K	Sell	5,685 -17	-0.3%	-$996	0.19%	98
2023 Q4	$346K	Sell	5,702 -763	-12%	-$43.5K	0.2%	99
2023 Q3	$370K	Sell	6,465 -447	-6%	-$30.9K	0.23%	93
2023 Q2	$507K	Buy	+6,912	New	+$523K	0.3%	77

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Union Savings Bank's NEE Position: Q2 2026 in Review

Union Savings Bank held its NextEra Energy (NEE) position steady in Q2 2026 at 5,174 shares worth $454K. The position accounts for 0.18% of the portfolio, ranked #83.

Union Savings Bank first reported a position in NEE in Q2 2023 and has held it in 12 quarters since. The position peaked at $507K in Q2 2023. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Union Savings Bank held 5,174 shares of NextEra Energy worth $454K as of Q2 2026.
Union Savings Bank left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.18% of Union Savings Bank's portfolio in Q2 2026, its #83 holding.
Union Savings Bank first reported a position in NextEra Energy in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's NextEra Energy position peaked at $507K in Q2 2023.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.