United Advisor Group’s NextEra Energy NEE Stock Holding History

United Advisor Group’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	$582K	Sell	6,634 -745	-10%	-$67.4K	0.06%	288
2026 Q1	$685K	Buy	7,379 +525	+8%	+$46.7K	0.08%	234
2025 Q4	$550K	Buy	6,854 +1,375	+25%	+$114K	0.07%	264
2025 Q3	$414K	Buy	5,479 +1,296	+31%	+$94.7K	0.06%	300
2025 Q2	$290K	Buy	4,183 +977	+30%	+$67.9K	0.05%	319
2025 Q1	$227K	Sell	3,206 -1,117	-26%	-$78.8K	0.05%	322
2024 Q4	$310K	Buy	4,323 +1,543	+56%	+$120K	0.06%	291
2024 Q3	$235K	Buy	+2,780	New	+$217K	0.05%	308

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Advisor Group's NEE Position: Q2 2026 in Review

United Advisor Group reduced its NextEra Energy (NEE) stake by 10% in Q2 2026, selling an estimated $67.4K and leaving 6,634 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #288.

United Advisor Group first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $685K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

United Advisor Group held 6,634 shares of NextEra Energy worth $582K as of Q2 2026.
United Advisor Group sold 745 NextEra Energy shares in Q2 2026, an estimated $67.4K.
NextEra Energy made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #288 holding.
United Advisor Group first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's NextEra Energy position peaked at $685K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.