UAS
NEE icon

United Asset Strategies’s NextEra Energy NEE Stock Holding History

United Asset Strategies’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 		$1.73M Buy
19,717
+5
+0% +$452 0.12% 110
2026
Q1 		$1.83M Sell
19,712
-550
-3% -$48.9K 0.15% 102
2025
Q4 		$1.63M Sell
20,262
-490
-2% -$40.6K 0.13% 117
2025
Q3 		$1.57M Sell
20,752
-115
-0.6% -$8.4K 0.13% 115
2025
Q2 		$1.45M Hold
20,867
– – 0.12% 120
2025
Q1 		$1.48M Sell
20,867
-1,738
-8% -$123K 0.14% 120
2024
Q4 		$1.62M Sell
22,605
-6,775
-23% -$526K 0.15% 114
2024
Q3 		$2.48M Buy
29,380
+8,996
+44% +$702K 0.23% 87
2024
Q2 		$1.44M Buy
20,384
+115
+0.6% +$8.16K 0.14% 123
2024
Q1 		$1.3M Sell
20,269
-1,569
-7% -$91.9K 0.13% 131
2023
Q4 		$1.33M Buy
21,838
+944
+5% +$53.8K 0.15% 125
2023
Q3 		$1.2M Sell
20,894
-650
-3% -$45K 0.15% 130
2023
Q2 		$1.6M Sell
21,544
-300
-1% -$22.7K 0.2% 103
2023
Q1 		$1.68M Buy
21,844
+300
+1% +$23.1K 0.22% 96
2022
Q4 		$1.8M Buy
+21,544
New +$1.74M 0.25% 86
2021
Q2 		– Sell
-6,183
Closed -$468K – 224
2021
Q1 		$468K Buy
6,183
+1,909
+45% +$149K 0.07% 148
2020
Q4 		$330K Buy
+4,274
New +$320K 0.05% 170
2019
Q1 		– Sell
-18,212
Closed -$791K – 208
2018
Q4 		$791K Buy
18,212
+160
+0.9% +$7K 0.22% 100
2018
Q3 		$756K Sell
18,052
-40
-0.2% -$1.7K 0.18% 111
2018
Q2 		$755K Buy
18,092
+64
+0.4% +$2.58K 0.2% 109
2018
Q1 		$736K Buy
18,028
+400
+2% +$15.4K 0.22% 102
2017
Q4 		$688K Buy
+17,628
New +$681K 0.18% 109
2017
Q3 		– Sell
-17,556
Closed -$615K – 151
2017
Q2 		$615K Hold
17,556
– – 0.18% 99
2017
Q1 		$563K Sell
17,556
-200
-1% -$6.29K 0.17% 95
2016
Q4 		$530K Hold
17,756
– – 0.17% 97
2016
Q3 		$543K Sell
17,756
-392
-2% -$12.3K 0.19% 90
2016
Q2 		$592K Hold
18,148
– – 0.22% 87
2016
Q1 		$537K Buy
18,148
+120
+0.7% +$3.37K 0.24% 77
2015
Q4 		$468K Buy
18,028
+424
+2% +$10.7K 0.2% 86
2015
Q3 		$429K Buy
17,604
+132
+0.8% +$3.36K 0.2% 88
2015
Q2 		$428K Sell
17,472
-480
-3% -$12.2K 0.19% 91
2015
Q1 		$453K Sell
17,952
-124
-0.7% -$3.27K 0.21% 84
2014
Q4 		$480K Sell
18,076
-52
-0.3% -$1.31K 0.21% 87
2014
Q3 		$425K Buy
18,128
+840
+5% +$20.3K 0.19% 90
2014
Q2 		$443K Buy
17,288
+760
+5% +$18.5K 0.21% 84
2014
Q1 		$395K Buy
+16,528
New +$374K 0.22% 75

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

United Asset Strategies's NEE Position: Q2 2026 in Review

United Asset Strategies increased its NextEra Energy (NEE) stake by 0.03% in Q2 2026, buying an estimated $452 and bringing the position to 19,717 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #110.

United Asset Strategies first reported a position in NEE in Q1 2014 and has held it in 36 quarters since. The position peaked at $2.48M in Q3 2024. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • United Asset Strategies held 19,717 shares of NextEra Energy worth $1.73M as of Q2 2026.
  • United Asset Strategies bought 5 NextEra Energy shares in Q2 2026, an estimated $452.
  • NextEra Energy made up 0.12% of United Asset Strategies's portfolio in Q2 2026, its #110 holding.
  • United Asset Strategies first reported a position in NextEra Energy in Q1 2014 and has held it in 36 quarters since.
  • United Asset Strategies's NextEra Energy position peaked at $2.48M in Q3 2024.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.