Bank Julius Baer & Co
NEE icon

Bank Julius Baer & Co’s NextEra Energy NEE Stock Holding History

Bank Julius Baer & Co’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 		$106M Buy
1,147,383
+320,461
+39% +$28.5M 0.32% 72
2025
Q4 		$66.4M Sell
826,922
-52,058
-6% -$4.31M 0.18% 102
2025
Q3 		$66.4M Buy
878,980
+15,193
+2% +$1.11M 0.19% 97
2025
Q2 		$60M Buy
863,787
+28,095
+3% +$1.95M 0.18% 102
2025
Q1 		$59.1M Buy
835,692
+594,747
+247% +$42M 0.19% 102
2024
Q4 		$18.3M Buy
240,945
+84,433
+54% +$6.56M 0.06% 152
2024
Q3 		$15.1M Sell
156,512
-22,826
-13% -$1.78M 0.05% 157
2024
Q2 		$13.9M Sell
179,338
-22,172
-11% -$1.57M 0.05% 144
2024
Q1 		$12.8M Sell
201,510
-15,762
-7% -$923K 0.05% 159
2023
Q4 		$13.2M Sell
217,272
-15,409
-7% -$878K 0.06% 166
2023
Q3 		$13.3M Sell
232,681
-1,103,496
-83% -$76.4M 0.08% 134
2023
Q2 		$99.1M Sell
1,336,177
-12,040
-0.9% -$912K 0.59% 44
2023
Q1 		$104M Buy
1,348,217
+45,694
+4% +$3.51M 0.66% 39
2022
Q4 		$109M Buy
1,302,523
+56,284
+5% +$4.55M 0.74% 35
2022
Q3 		$97.7M Sell
1,246,239
-75,308
-6% -$6.39M 0.74% 37
2022
Q2 		$102M Sell
1,321,547
-27,616
-2% -$2.1M 0.72% 38
2022
Q1 		$114M Buy
1,349,163
+79,161
+6% +$6.34M 0.68% 40
2021
Q4 		$119M Sell
1,270,002
-20,158
-2% -$1.74M 0.63% 39
2021
Q3 		$101M Buy
1,290,160
+36,776
+3% +$2.97M 0.63% 40
2021
Q2 		$91.8M Buy
1,253,384
+54,071
+5% +$4.06M 0.58% 41
2021
Q1 		$90.7M Buy
1,199,313
+992,054
+479% +$77.4M 0.68% 39
2020
Q4 		$16M Buy
207,259
+8,895
+4% +$665K 0.13% 115
2020
Q3 		$13.8M Buy
198,364
+48,720
+33% +$3.36M 0.13% 105
2020
Q2 		$8.98M Sell
149,644
-7,384
-5% -$442K 0.1% 118
2020
Q1 		$9.45M Buy
+157,028
New +$9.87M 0.22% 84

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

Bank Julius Baer & Co's NEE Position: Q1 2026 in Review

Bank Julius Baer & Co increased its NextEra Energy (NEE) stake by 39% in Q1 2026, buying an estimated $28.5M and bringing the position to 1,147,383 shares worth $106M. The position accounts for 0.32% of the portfolio, ranked #72.

Bank Julius Baer & Co first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. The position peaked at $119M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bank Julius Baer & Co held 1,147,383 shares of NextEra Energy worth $106M as of Q1 2026.
  • Bank Julius Baer & Co bought 320,461 NextEra Energy shares in Q1 2026, an estimated $28.5M.
  • NextEra Energy made up 0.32% of Bank Julius Baer & Co's portfolio in Q1 2026, its #72 holding.
  • Bank Julius Baer & Co first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's NextEra Energy position peaked at $119M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.