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United Financial Planning Group’s NextEra Energy NEE Stock Holding History

United Financial Planning 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
Q2 		$13.4K Sell
153
-100
-40% -$9.05K 0.01% 210
2026
Q1 		$23.5K Buy
253
+48
+23% +$4.27K 0.01% 123
2025
Q4 		$16.5K Buy
+205
New +$17K 0.01% 159

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 Financial Planning Group's NEE Position: Q2 2026 in Review

United Financial Planning Group reduced its NextEra Energy (NEE) stake by 40% in Q2 2026, selling an estimated $9.05K and leaving 153 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #210.

United Financial Planning Group first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.5K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • United Financial Planning Group held 153 shares of NextEra Energy worth $13.4K as of Q2 2026.
  • United Financial Planning Group sold 100 NextEra Energy shares in Q2 2026, an estimated $9.05K.
  • NextEra Energy made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #210 holding.
  • United Financial Planning Group first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's NextEra Energy position peaked at $23.5K in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.