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 Q2	$196M	Sell	2,237,350 -28,072	-1%	-$2.54M	0.3%	58
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's NEE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its NextEra Energy (NEE) stake by 1.2% in Q2 2026, selling an estimated $2.54M and leaving 2,237,350 shares worth $196M. The position accounts for 0.3% of the portfolio, ranked #58.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $210M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 2,237,350 shares of NextEra Energy worth $196M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 28,072 NextEra Energy shares in Q2 2026, an estimated $2.54M.
NextEra Energy made up 0.3% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #58 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's NextEra Energy position peaked at $210M in Q1 2026.
3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.