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 Q2	$4.78M	Buy	51,769 +4,768	+10%	+$431K	0.07%	167
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J. Safra Sarasin Holding's NEE Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its NextEra Energy (NEE) stake by 10% in Q2 2026, buying an estimated $431K and bringing the position to 51,769 shares worth $4.78M. The position accounts for 0.07% of the portfolio, ranked #167.

J. Safra Sarasin Holding first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

J. Safra Sarasin Holding held 51,769 shares of NextEra Energy worth $4.78M as of Q2 2026.
J. Safra Sarasin Holding bought 4,768 NextEra Energy shares in Q2 2026, an estimated $431K.
NextEra Energy made up 0.07% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #167 holding.
J. Safra Sarasin Holding first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.