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Sagard Holdings Management’s NextEra Energy NEE Stock Holding History

Sagard Holdings Management’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
2025
Q3 		$7.7K Hold
102
– – 0.04% 87
2025
Q2 		$7.08K Buy
+102
New +$7.08K 0.02% 94

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sagard Holdings Management's NEE Position: Q3 2025 in Review

Sagard Holdings Management held its NextEra Energy (NEE) position steady in Q3 2025 at 102 shares worth $7.7K. The position accounts for 0.04% of the portfolio, ranked #87.

Sagard Holdings Management first reported a position in NEE in Q2 2025 and has held it in 2 quarters since. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Sagard Holdings Management held 102 shares of NextEra Energy worth $7.7K as of Q3 2025.
  • Sagard Holdings Management left its NextEra Energy share count unchanged in Q3 2025.
  • NextEra Energy made up 0.04% of Sagard Holdings Management's portfolio in Q3 2025, its #87 holding.
  • Sagard Holdings Management first reported a position in NextEra Energy in Q2 2025 and has held it in 2 quarters since.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.