Sarasin & Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,661,867
| Closed | -$316M | – | 93 |
|
|
2023
Q1 | $316M | Buy |
3,661,867
+3,646,697
| +24,039% | +$280M | 1.7% | 24 |
|
|
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
Sarasin & Partners's NEE Position: Q2 2023 in Review
Sarasin & Partners sold out of NextEra Energy (NEE) in Q2 2023, closing a stake of 3,661,867 shares — an estimated $316M 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. 2,414 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 3,661,867 NextEra Energy shares in Q2 2023, an estimated $316M.
- 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.
- 2,414 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.