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Edmond de Rothschild Holding’s NextEra Energy NEE Stock Holding History

Edmond de Rothschild Holding’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
2024
Q1 		– Sell
-150,000
Closed -$40.5K – 701
2023
Q4 		$40.5K Buy
+150,000
New +$8.55M ﹤0.01% 589

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 2,100 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.
  • 2,100 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.