Edmond de Rothschild Holding’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $86.9M | Buy |
990,549
+274,829
| +38% | +$24.9M | 1.15% | 19 |
|
|
2026
Q1 | $66.5M | Buy |
715,720
+27,272
| +4% | +$2.42M | 0.96% | 22 |
|
|
2025
Q4 | $55.3M | Sell |
688,448
-21,070
| -3% | -$1.75M | 0.78% | 28 |
|
|
2025
Q3 | $53.6M | Buy |
709,518
+37,670
| +6% | +$2.75M | 0.83% | 25 |
|
|
2025
Q2 | $46.6M | Buy |
671,848
+26,536
| +4% | +$1.84M | 0.74% | 30 |
|
|
2025
Q1 | $45.7M | Buy |
645,312
+122,393
| +23% | +$8.64M | 0.81% | 29 |
|
|
2024
Q4 | $37.5M | Sell |
522,919
-28,767
| -5% | -$2.23M | 0.64% | 38 |
|
|
2024
Q3 | $46.6M | Sell |
551,686
-105,105
| -16% | -$8.2M | 0.75% | 30 |
|
|
2024
Q2 | $46.5M | Sell |
656,791
-168,421
| -20% | -$11.9M | 0.79% | 31 |
|
|
2024
Q1 | $52.7M | Sell |
825,212
-91,450
| -10% | -$5.36M | 0.88% | 28 |
|
|
2023
Q4 | $55.7M | Buy |
916,662
+156,526
| +21% | +$8.92M | 1% | 27 |
|
|
2023
Q3 | $43.5M | Buy |
760,136
+21,460
| +3% | +$1.49M | 0.88% | 31 |
|
|
2023
Q2 | $54.8M | Buy |
738,676
+109,452
| +17% | +$8.29M | 1.08% | 24 |
|
|
2023
Q1 | $48.5M | Buy |
629,224
+178,266
| +40% | +$13.7M | 1.1% | 23 |
|
|
2022
Q4 | $37.7M | Buy |
450,958
+213,874
| +90% | +$17.3M | 0.88% | 32 |
|
|
2022
Q3 | $18.6M | Sell |
237,084
-98,197
| -29% | -$8.33M | 0.49% | 60 |
|
|
2022
Q2 | $26M | Buy |
335,281
+124,989
| +59% | +$9.52M | 0.63% | 47 |
|
|
2022
Q1 | $17.8M | Buy |
210,292
+33,438
| +19% | +$2.68M | 0.39% | 84 |
|
|
2021
Q4 | $16.5M | Buy |
176,854
+6,832
| +4% | +$590K | 0.36% | 83 |
|
|
2021
Q3 | $13.3M | Buy |
170,022
+18,327
| +12% | +$1.48M | 0.31% | 88 |
|
|
2021
Q2 | $11.1M | Buy |
151,695
+13,194
| +10% | +$990K | 0.26% | 105 |
|
|
2021
Q1 | $10.5M | Buy |
138,501
+95,682
| +223% | +$7.47M | 0.29% | 103 |
|
|
2020
Q4 | $3.3M | Buy |
42,819
+34,947
| +444% | +$2.61M | 0.11% | 179 |
|
|
2020
Q3 | $546K | Buy |
7,872
+1,756
| +29% | +$121K | 0.02% | 305 |
|
|
2020
Q2 | $367K | Buy |
6,116
+1,288
| +27% | +$77.1K | 0.02% | 303 |
|
|
2020
Q1 | $290K | Sell |
4,828
-12,864
| -73% | -$809K | 0.02% | 306 |
|
|
2019
Q4 | $1.07M | Sell |
17,692
-4,456
| -20% | -$260K | 0.04% | 239 |
|
|
2019
Q3 | $1.29M | Sell |
22,148
-11,708
| -35% | -$634K | 0.05% | 219 |
|
|
2019
Q2 | $1.73M | Sell |
33,856
-11,460
| -25% | -$564K | 0.07% | 190 |
|
|
2019
Q1 | $2.19M | Sell |
45,316
-8,512
| -16% | -$389K | 0.08% | 171 |
|
|
2018
Q4 | $2.34M | Buy |
53,828
+16,828
| +45% | +$736K | 0.08% | 163 |
|
|
2018
Q3 | $1.55M | Buy |
37,000
+6,536
| +21% | +$278K | 0.04% | 227 |
|
|
2018
Q2 | $1.27M | Buy |
30,464
+1,376
| +5% | +$55.6K | 0.04% | 244 |
|
|
2018
Q1 | $1.19M | Sell |
29,088
-9,588
| -25% | -$370K | 0.03% | 255 |
|
|
2017
Q4 | $1.51M | Sell |
38,676
-8,308
| -18% | -$321K | 0.04% | 227 |
|
|
2017
Q3 | $1.72M | Buy |
46,984
+2,588
| +6% | +$94.8K | 0.05% | 219 |
|
|
2017
Q2 | $1.55M | Sell |
44,396
-15,604
| -26% | -$533K | 0.04% | 232 |
|
|
2017
Q1 | $1.93M | Sell |
60,000
-4,000
| -6% | -$126K | 0.05% | 221 |
|
|
2016
Q4 | $1.91M | Sell |
64,000
-13,740
| -18% | -$411K | 0.05% | 212 |
|
|
2016
Q3 | $2.38M | Sell |
77,740
-1,060
| -1% | -$33.4K | 0.07% | 183 |
|
|
2016
Q2 | $2.57M | Buy |
78,800
+18,800
| +31% | +$564K | 0.08% | 175 |
|
|
2016
Q1 | $1.77M | Sell |
60,000
-16,000
| -21% | -$449K | 0.06% | 211 |
|
|
2015
Q4 | $1.97M | Sell |
76,000
-4,000
| -5% | -$101K | 0.05% | 200 |
|
|
2015
Q3 | $1.95M | Hold |
80,000
| – | – | 0.05% | 211 |
|
|
2015
Q2 | $1.96M | Buy |
+80,000
| New | +$2.03M | 0.04% | 217 |
|
Other funds holding NEE
Edmond de Rothschild Holding's NEE Position: Q2 2026 in Review
Edmond de Rothschild Holding increased its NextEra Energy (NEE) stake by 38% in Q2 2026, buying an estimated $24.9M and bringing the position to 990,549 shares worth $86.9M. The position accounts for 1.15% of the portfolio, ranked #19.
Edmond de Rothschild Holding first reported a position in NEE in Q2 2015 and has held it in 45 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Edmond de Rothschild Holding held 990,549 shares of NextEra Energy worth $86.9M as of Q2 2026.
- Edmond de Rothschild Holding bought 274,829 NextEra Energy shares in Q2 2026, an estimated $24.9M.
- NextEra Energy made up 1.15% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #19 holding.
- Edmond de Rothschild Holding first reported a position in NextEra Energy in Q2 2015 and has held it in 45 quarters since.
- 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.