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 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 $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

United Advisor Group's NEE Position: Q1 2026 in Review

United Advisor Group increased its NextEra Energy (NEE) stake by 7.7% in Q1 2026, buying an estimated $46.7K and bringing the position to 7,379 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #234.

United Advisor Group first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

United Advisor Group held 7,379 shares of NextEra Energy worth $685K as of Q1 2026.
United Advisor Group bought 525 NextEra Energy shares in Q1 2026, an estimated $46.7K.
NextEra Energy made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #234 holding.
United Advisor Group first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.