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J. Safra Sarasin Holding’s NextEra Energy NEE Stock Holding History

J. Safra Sarasin 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
2026
Q1 		$4.37M Buy
47,001
+7,094
+18% +$631K 0.07% 140
2025
Q4 		$3.2M Sell
39,907
-5,341
-12% -$442K 0.05% 159
2025
Q3 		$3.42M Sell
45,248
-2,824
-6% -$206K 0.06% 167
2025
Q2 		$3.34M Buy
48,072
+4,655
+11% +$323K 0.06% 162
2025
Q1 		$3.08M Sell
43,417
-3,230
-7% -$228K 0.06% 166
2024
Q4 		$3.34M Sell
46,647
-3,178
-6% -$247K 0.06% 167
2024
Q3 		$4.21M Sell
49,825
-1,246
-2% -$97.2K 0.07% 143
2024
Q2 		$3.62M Buy
+51,071
New +$3.62M 0.07% 156

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

J. Safra Sarasin Holding's NEE Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its NextEra Energy (NEE) stake by 18% in Q1 2026, buying an estimated $631K and bringing the position to 47,001 shares worth $4.37M. The position accounts for 0.07% of the portfolio, ranked #140.

J. Safra Sarasin Holding first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • J. Safra Sarasin Holding held 47,001 shares of NextEra Energy worth $4.37M as of Q1 2026.
  • J. Safra Sarasin Holding bought 7,094 NextEra Energy shares in Q1 2026, an estimated $631K.
  • NextEra Energy made up 0.07% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #140 holding.
  • J. Safra Sarasin Holding first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.