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United Capital Financial Advisors’s NextEra Energy NEE Stock Holding History

United Capital Financial Advisors’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
2019
Q4 		– Sell
-136
Closed -$792K – 1409
2019
Q3 		$792K Sell
136
-13,464
-99% -$729K 0.01% 814
2019
Q2 		$695K Sell
13,600
-2,400
-15% -$118K ﹤0.01% 928
2019
Q1 		$773K Buy
+16,000
New +$732K 0.01% 848

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's NEE Position: Q1 2026 in Review

United Capital Financial Advisors increased its NextEra Energy (NEE) stake by 1% in Q1 2026, buying an estimated $135K and bringing the position to 148,171 shares worth $13.8M. The position accounts for 0.08% of the portfolio, ranked #190.

United Capital Financial Advisors first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $53.2M in Q4 2021. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • United Capital Financial Advisors held 148,171 shares of NextEra Energy worth $13.8M as of Q1 2026.
  • United Capital Financial Advisors bought 1,524 NextEra Energy shares in Q1 2026, an estimated $135K.
  • NextEra Energy made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #190 holding.
  • United Capital Financial Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's NextEra Energy position peaked at $53.2M in Q4 2021.
  • 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.