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Univest Financial’s NextEra Energy NEE Stock Holding History

Univest Financial’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 		$30.3M Buy
344,774
+7,373
+2% +$667K 1.49% 14
2026
Q1 		$31.3M Sell
337,401
-18,495
-5% -$1.64M 1.76% 13
2025
Q4 		$28.6M Sell
355,896
-2,363
-0.7% -$196K 1.51% 14
2025
Q3 		$27M Buy
358,259
+8,538
+2% +$624K 1.51% 12
2025
Q2 		$24.3M Buy
349,721
+3,325
+1% +$231K 1.46% 14
2025
Q1 		$24.6M Buy
346,396
+32,231
+10% +$2.27M 1.6% 15
2024
Q4 		$22.5M Buy
314,165
+1,196
+0.4% +$92.9K 1.42% 16
2024
Q3 		$26.5M Buy
312,969
+211,100
+207% +$16.5M 1.74% 11
2024
Q2 		$7.21M Sell
101,869
-2,496
-2% -$177K 2% 13
2024
Q1 		$6.67M Buy
104,365
+68,178
+188% +$3.99M 1.88% 14
2023
Q4 		$2.2M Sell
36,187
-47,639
-57% -$2.71M 0.65% 46
2023
Q3 		$4.8M Buy
83,826
+8,229
+11% +$570K 1.6% 22
2023
Q2 		$5.61M Sell
75,597
-459
-0.6% -$34.8K 1.7% 17
2023
Q1 		$5.86M Buy
76,056
+5,345
+8% +$411K 1.83% 16
2022
Q4 		$5.91M Sell
70,711
-2,212
-3% -$179K 1.86% 10
2022
Q3 		$5.72M Buy
72,923
+15,104
+26% +$1.28M 1.87% 14
2022
Q2 		$4.48M Buy
57,819
+1,215
+2% +$92.5K 1.46% 23
2022
Q1 		$4.79M Sell
56,604
-1,453
-3% -$116K 1.35% 27
2021
Q4 		$5.42M Sell
58,057
-997
-2% -$86.2K 1.38% 27
2021
Q3 		$4.64M Sell
59,054
-827
-1% -$66.7K 1.29% 32
2021
Q2 		$4.39M Sell
59,881
-2,953
-5% -$222K 1.2% 36
2021
Q1 		$4.75M Buy
62,834
+16,295
+35% +$1.27M 1.34% 27
2020
Q4 		$3.59M Sell
46,539
-2,149
-4% -$161K 1.04% 39
2020
Q3 		$3.38M Sell
48,688
-2,048
-4% -$141K 1.07% 42
2020
Q2 		$3.05M Buy
50,736
+9,580
+23% +$573K 1.01% 41
2020
Q1 		$2.48M Buy
+41,156
New +$2.59M 0.98% 39
2019
Q4 		– Sell
-5,908
Closed -$344K – 122
2019
Q3 		$344K Buy
+5,908
New +$320K 0.11% 89

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

Univest Financial's NEE Position: Q2 2026 in Review

Univest Financial increased its NextEra Energy (NEE) stake by 2.2% in Q2 2026, buying an estimated $667K and bringing the position to 344,774 shares worth $30.3M. The position accounts for 1.49% of the portfolio, ranked #14.

Univest Financial first reported a position in NEE in Q3 2019 and has held it in 27 quarters since. The position peaked at $31.3M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Univest Financial held 344,774 shares of NextEra Energy worth $30.3M as of Q2 2026.
  • Univest Financial bought 7,373 NextEra Energy shares in Q2 2026, an estimated $667K.
  • NextEra Energy made up 1.49% of Univest Financial's portfolio in Q2 2026, its #14 holding.
  • Univest Financial first reported a position in NextEra Energy in Q3 2019 and has held it in 27 quarters since.
  • Univest Financial's NextEra Energy position peaked at $31.3M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.