Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s NextEra Energy NEE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q1 		$210M Buy
2,265,422
+66,990
+3% +$5.96M 0.36% 42
2025
Q4 		$176M Buy
2,198,432
+109,314
+5% +$9.05M 0.29% 63
2025
Q3 		$158M Buy
2,089,118
+137,842
+7% +$10.1M 0.26% 70
2025
Q2 		$135M Buy
1,951,276
+166,811
+9% +$11.6M 0.24% 82
2025
Q1 		$127M Buy
1,784,465
+53,321
+3% +$3.76M 0.25% 83
2024
Q4 		$124M Buy
+1,731,144
New +$134M 0.25% 80

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

Universal-Beteiligungs- und Servicegesellschaft's NEE Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its NextEra Energy (NEE) stake by 3% in Q1 2026, buying an estimated $5.96M and bringing the position to 2,265,422 shares worth $210M. The position accounts for 0.36% of the portfolio, ranked #42.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 2,265,422 shares of NextEra Energy worth $210M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 66,990 NextEra Energy shares in Q1 2026, an estimated $5.96M.
  • NextEra Energy made up 0.36% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #42 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.