Vontobel Holding
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vontobel Holding's NEE Position: Q2 2026 in Review

Vontobel Holding increased its NextEra Energy (NEE) stake by 20% in Q2 2026, buying an estimated $36.4M and bringing the position to 2,391,408 shares worth $210M. The position accounts for 0.67% of the portfolio, ranked #34.

Vontobel Holding first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Vontobel Holding held 2,391,408 shares of NextEra Energy worth $210M as of Q2 2026.
  • Vontobel Holding bought 402,481 NextEra Energy shares in Q2 2026, an estimated $36.4M.
  • NextEra Energy made up 0.67% of Vontobel Holding's portfolio in Q2 2026, its #34 holding.
  • Vontobel Holding first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.