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Sarasin & Partners’s NextEra Energy NEE Stock Holding History

Sarasin & Partners’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
2023
Q2 		– Sell
-15,170
Closed -$1.17M – 84
2023
Q1 		$1.17M Hold
15,170
– – 0.01% 83
2022
Q4 		$1.27M Sell
15,170
-3,886,406
-100% -$314M 0.02% 87
2022
Q3 		$306M Sell
3,901,576
-601,879
-13% -$51.1M 4.24% 4
2022
Q2 		$349M Buy
4,503,455
+382,869
+9% +$29.1M 4.4% 2
2022
Q1 		$349M Buy
4,120,586
+483,081
+13% +$38.7M 3.51% 6
2021
Q4 		$340M Sell
3,637,505
-95,058
-3% -$8.22M 3.09% 9
2021
Q3 		$293M Buy
3,732,563
+149,533
+4% +$12.1M 2.96% 8
2021
Q2 		$263M Buy
3,583,030
+172,576
+5% +$13M 2.74% 16
2021
Q1 		$258M Buy
3,410,454
+536,232
+19% +$41.9M 3.04% 11
2020
Q4 		$222M Buy
2,874,222
+228,550
+9% +$17.1M 2.94% 12
2020
Q3 		$184M Buy
2,645,672
+6,100
+0.2% +$421K 2.65% 14
2020
Q2 		$158M Sell
2,639,572
-73,240
-3% -$4.38M 2.54% 13
2020
Q1 		$163M Sell
2,712,812
-61,156
-2% -$3.84M 3.21% 9
2019
Q4 		$168M Sell
2,773,968
-551,196
-17% -$32.2M 2.57% 15
2019
Q3 		$194M Buy
3,325,164
+287,804
+9% +$15.6M 3.2% 11
2019
Q2 		$156M Buy
3,037,360
+55,532
+2% +$2.73M 2.72% 12
2019
Q1 		$144M Buy
2,981,828
+52,920
+2% +$2.42M 2.77% 13
2018
Q4 		$127M Buy
2,928,908
+155,036
+6% +$6.78M 2.77% 14
2018
Q3 		$116M Sell
2,773,872
-281,816
-9% -$12M 2.19% 19
2018
Q2 		$128M Sell
3,055,688
-83,684
-3% -$3.38M 2.51% 15
2018
Q1 		$128M Buy
3,139,372
+143,568
+5% +$5.54M 2.51% 15
2017
Q4 		$117M Sell
2,995,804
-33,676
-1% -$1.3M 2.27% 16
2017
Q3 		$111M Sell
3,029,480
-35,836
-1% -$1.31M 2.24% 18
2017
Q2 		$107M Sell
3,065,316
-30,476
-1% -$1.04M 2.1% 20
2017
Q1 		$99.4M Buy
3,095,792
+607,832
+24% +$19.1M 1.93% 19
2016
Q4 		$74.3M Sell
2,487,960
-965,212
-28% -$28.8M 1.26% 34
2016
Q3 		$106M Buy
3,453,172
+1,011,312
+41% +$31.9M 1.66% 23
2016
Q2 		$79.6M Buy
+2,441,860
New +$73.3M 1.32% 31

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sarasin & Partners's NEE Position: Q2 2023 in Review

Sarasin & Partners sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 15,170 shares — an estimated $1.17M sold.

Sarasin & Partners first reported a position in NEE in Q2 2016 and held it in 28 quarters. The position peaked at $349M in Q1 2022. 2,416 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

  • Sarasin & Partners reported no remaining NextEra Energy position as of Q2 2023 after selling out during the quarter.
  • Sarasin & Partners sold 15,170 NextEra Energy shares in Q2 2023, an estimated $1.17M.
  • Sarasin & Partners first reported a position in NextEra Energy in Q2 2016 and held it in 28 quarters.
  • Sarasin & Partners's NextEra Energy position peaked at $349M in Q1 2022.
  • 2,416 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Sarasin & Partners's 13F filing for Q2 2023, filed 11 Jul 2023.