Vontobel Holding
NEE icon

Vontobel Holding’s NextEra Energy NEE Stock Holding History

Vontobel 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
Q3 		$122M Sell
1,614,178
-777,230
-33% -$65.7M 0.44% 52
2026
Q2 		$210M Buy
2,391,408
+402,481
+20% +$36.4M 0.67% 34
2026
Q1 		$185M Buy
1,988,927
+327,850
+20% +$29.1M 0.64% 41
2025
Q4 		$133M Buy
1,661,077
+698,840
+73% +$57.9M 0.42% 54
2025
Q3 		$72.6M Buy
962,237
+123,548
+15% +$9.03M 0.22% 75
2025
Q2 		$58.2M Sell
838,689
-36,593
-4% -$2.54M 0.19% 91
2025
Q1 		$62M Sell
875,282
-66,507
-7% -$4.69M 0.23% 73
2024
Q4 		$67.5M Sell
941,789
-67,397
-7% -$5.24M 0.23% 69
2024
Q3 		$85.3M Buy
1,009,186
+49,670
+5% +$3.88M 0.28% 62
2024
Q2 		$67.9M Buy
959,516
+64,144
+7% +$4.55M 0.22% 68
2024
Q1 		$57.2M Sell
895,372
-150,192
-14% -$8.8M 0.46% 52
2023
Q4 		$63.5M Buy
1,045,564
+90,651
+9% +$5.17M 0.53% 45
2023
Q3 		$54.7M Buy
954,913
+294,820
+45% +$20.4M 0.51% 43
2023
Q2 		$49M Buy
660,093
+11,030
+2% +$835K 0.43% 50
2023
Q1 		$50M Buy
649,063
+152,694
+31% +$11.7M 0.47% 47
2022
Q4 		$41.3M Sell
496,369
-14,930
-3% -$1.21M 0.42% 57
2022
Q3 		$40.9M Sell
511,299
-36,987
-7% -$3.14M 0.48% 42
2022
Q2 		$41.7M Buy
548,286
+193,693
+55% +$14.7M 0.45% 46
2022
Q1 		$30.3M Sell
354,593
-16,501
-4% -$1.32M 0.26% 88
2021
Q4 		$34.4M Buy
371,094
+40,131
+12% +$3.47M 0.29% 79
2021
Q3 		$26M Buy
330,963
+10,359
+3% +$835K 0.23% 95
2021
Q2 		$23.8M Buy
320,604
+5,410
+2% +$406K 0.21% 102
2021
Q1 		$23.8M Buy
315,194
+18,462
+6% +$1.44M 0.18% 86
2020
Q4 		$24.7M Buy
+296,732
New +$22.2M 0.16% 92

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vontobel Holding's NEE Position: Q3 2026 in Review

Vontobel Holding reduced its NextEra Energy (NEE) stake by 33% in Q3 2026, selling an estimated $65.7M and leaving 1,614,178 shares worth $122M. The position accounts for 0.44% of the portfolio, ranked #52.

Vontobel Holding first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $210M in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Vontobel Holding held 1,614,178 shares of NextEra Energy worth $122M as of Q3 2026.
  • Vontobel Holding sold 777,230 NextEra Energy shares in Q3 2026, an estimated $65.7M.
  • NextEra Energy made up 0.44% of Vontobel Holding's portfolio in Q3 2026, its #52 holding.
  • Vontobel Holding first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's NextEra Energy position peaked at $210M in Q2 2026.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.