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
2025 Q4	–	Sell	-30,500	Closed	-$2.3M	–	2137
2025 Q3	$2.3M	Hold	30,500	–	–	﹤0.01%	1230
2025 Q2	$2.12M	Hold	30,500	–	–	﹤0.01%	1221
2025 Q1	$2.16M	Buy	+30,500	New	+$2.15M	﹤0.01%	1158

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 1,977 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.
1,977 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.