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United Bank (Georgia)’s NextEra Energy NEE Stock Holding History

United Bank (Georgia)’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 		$1.37M Sell
15,633
-901
-5% -$81.5K 0.42% 60
2026
Q1 		$1.54M Sell
16,534
-2,043
-11% -$182K 0.51% 60
2025
Q4 		$1.49M Buy
18,577
+800
+5% +$66.3K 0.51% 58
2025
Q3 		$1.34M Buy
17,777
+2,181
+14% +$159K 0.47% 66
2025
Q2 		$1.08M Buy
15,596
+444
+3% +$30.8K 0.41% 72
2025
Q1 		$1.07M Buy
15,152
+2,117
+16% +$149K 0.44% 65
2024
Q4 		$934K Buy
13,035
+2,315
+22% +$180K 0.39% 66
2024
Q3 		$906K Buy
10,720
+41
+0.4% +$3.2K 0.42% 64
2024
Q2 		$756K Buy
10,679
+637
+6% +$45.2K 0.38% 67
2024
Q1 		$642K Buy
10,042
+721
+8% +$42.2K 0.33% 72
2023
Q4 		$566K Buy
9,321
+269
+3% +$15.3K 0.31% 72
2023
Q3 		$519K Sell
9,052
-591
-6% -$40.9K 0.31% 72
2023
Q2 		$716K Sell
9,643
-347
-3% -$26.3K 0.41% 69
2023
Q1 		$770K Sell
9,990
-323
-3% -$24.8K 0.45% 70
2022
Q4 		$862K Buy
10,313
+755
+8% +$61K 0.53% 60
2022
Q3 		$749K Buy
9,558
+1,394
+17% +$118K 0.5% 61
2022
Q2 		$632K Sell
8,164
-1,802
-18% -$137K 0.39% 66
2022
Q1 		$844K Buy
9,966
+891
+10% +$71.4K 0.45% 66
2021
Q4 		$847K Buy
9,075
+483
+6% +$41.7K 0.45% 68
2021
Q3 		$675K Buy
8,592
+291
+4% +$23.5K 0.43% 67
2021
Q2 		$608K Sell
8,301
-166
-2% -$12.5K 0.41% 66
2021
Q1 		$640K Buy
8,467
+236
+3% +$18.4K 0.45% 65
2020
Q4 		$635K Buy
8,231
+1,335
+19% +$99.9K 0.45% 63
2020
Q3 		$479K Buy
6,896
+1,196
+21% +$82.6K 0.4% 65
2020
Q2 		$342K Buy
+5,700
New +$341K 0.32% 65

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Bank (Georgia)'s NEE Position: Q2 2026 in Review

United Bank (Georgia) reduced its NextEra Energy (NEE) stake by 5.4% in Q2 2026, selling an estimated $81.5K and leaving 15,633 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #60.

United Bank (Georgia) first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.54M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • United Bank (Georgia) held 15,633 shares of NextEra Energy worth $1.37M as of Q2 2026.
  • United Bank (Georgia) sold 901 NextEra Energy shares in Q2 2026, an estimated $81.5K.
  • NextEra Energy made up 0.42% of United Bank (Georgia)'s portfolio in Q2 2026, its #60 holding.
  • United Bank (Georgia) first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • United Bank (Georgia)'s NextEra Energy position peaked at $1.54M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on United Bank (Georgia)'s 13F filing for Q2 2026, filed 10 Aug 2026.