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Uniting Wealth Partners’s NextEra Energy NEE Stock Holding History

Uniting Wealth Partners’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 		$966K Buy
11,008
+446
+4% +$40.3K 0.2% 81
2026
Q1 		$981K Buy
10,562
+5
+0% +$445 0.21% 72
2025
Q4 		$848K Sell
10,557
-402
-4% -$33.3K 0.26% 57
2025
Q3 		$827K Buy
10,959
+575
+6% +$42K 0.2% 73
2025
Q2 		$721K Hold
10,384
– – 0.28% 46
2025
Q1 		$736K Sell
10,384
-450
-4% -$31.8K 0.37% 33
2024
Q4 		$777K Buy
+10,834
New +$842K 0.38% 34

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

Uniting Wealth Partners's NEE Position: Q2 2026 in Review

Uniting Wealth Partners increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $40.3K and bringing the position to 11,008 shares worth $966K. The position accounts for 0.2% of the portfolio, ranked #81.

Uniting Wealth Partners first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $981K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Uniting Wealth Partners held 11,008 shares of NextEra Energy worth $966K as of Q2 2026.
  • Uniting Wealth Partners bought 446 NextEra Energy shares in Q2 2026, an estimated $40.3K.
  • NextEra Energy made up 0.2% of Uniting Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Uniting Wealth Partners first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's NextEra Energy position peaked at $981K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.