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United Capital Management of KS’s NextEra Energy NEE Stock Holding History

United Capital Management of KS’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
2025
Q3 		– Sell
-145,345
Closed -$10.1M – 123
2025
Q2 		$10.1M Buy
145,345
+4,388
+3% +$305K 1.58% 22
2025
Q1 		$9.99M Buy
+140,957
New +$9.95M 2.06% 14
2023
Q3 		– Sell
-3,612
Closed -$268K – 78
2023
Q2 		$268K Sell
3,612
-36,997
-91% -$2.8M 0.09% 73
2023
Q1 		$3.13M Buy
40,609
+465
+1% +$35.8K 1.17% 37
2022
Q4 		$3.36M Sell
40,144
-2,475
-6% -$200K 1.39% 31
2022
Q3 		$3.34M Buy
42,619
+261
+0.6% +$22.1K 1.56% 28
2022
Q2 		$3.28M Sell
42,358
-397
-0.9% -$30.2K 1.54% 29
2022
Q1 		$3.62M Buy
42,755
+3,740
+10% +$300K 1.41% 32
2021
Q4 		$3.64M Buy
39,015
+3,988
+11% +$345K 1.36% 34
2021
Q3 		$2.75M Buy
35,027
+3,984
+13% +$321K 1.13% 40
2021
Q2 		$2.27M Buy
31,043
+4,349
+16% +$326K 0.93% 45
2021
Q1 		$2.02M Buy
26,694
+3,418
+15% +$267K 0.93% 46
2020
Q4 		$1.8M Buy
23,276
+2,820
+14% +$211K 0.82% 45
2020
Q3 		$1.42M Buy
20,456
+3,132
+18% +$216K 0.74% 48
2020
Q2 		$1.04M Buy
17,324
+3,260
+23% +$195K 0.61% 52
2020
Q1 		$846K Buy
14,064
+3,708
+36% +$233K 0.71% 48
2019
Q4 		$627K Buy
10,356
+1,344
+15% +$78.5K 0.4% 73
2019
Q3 		$524K Buy
9,012
+1,400
+18% +$75.8K 0.38% 74
2019
Q2 		$388K Buy
7,612
+1,128
+17% +$55.5K 0.29% 80
2019
Q1 		$308K Buy
6,484
+1,140
+21% +$52.1K 0.24% 87
2018
Q4 		$232K Buy
+5,344
New +$234K 0.22% 94

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Management of KS's NEE Position: Q3 2025 in Review

United Capital Management of KS sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 145,345 shares — an estimated $10.1M sold.

United Capital Management of KS first reported a position in NEE in Q4 2018 and held it in 21 quarters. The position peaked at $10.1M in Q2 2025. 2,751 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • United Capital Management of KS reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • United Capital Management of KS sold 145,345 NextEra Energy shares in Q3 2025, an estimated $10.1M.
  • United Capital Management of KS first reported a position in NextEra Energy in Q4 2018 and held it in 21 quarters.
  • United Capital Management of KS's NextEra Energy position peaked at $10.1M in Q2 2025.
  • 2,751 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on United Capital Management of KS's 13F filing for Q3 2025, filed 12 Nov 2025.