Zurich Cantonal Bank’s NextEra Energy NEE Stock Holding History

Zurich Cantonal Bank’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 Q1	$89.4M	Buy	+962,449	New	+$85.6M	0.19%	98
2025 Q4	–	Sell	-923,750	Closed	-$76.5M	–	3161
2025 Q3	$69.7M	Buy	923,750 +25,990	+3%	+$1.9M	0.16%	113
2025 Q2	$62.3M	Buy	897,760 +7,322	+0.8%	+$509K	0.15%	120
2025 Q1	$63.1M	Buy	890,438 +31,325	+4%	+$2.21M	0.18%	96
2024 Q4	$61.6M	Buy	859,113 +87,217	+11%	+$6.78M	0.18%	102
2024 Q3	$65.2M	Buy	771,896 +28,647	+4%	+$2.24M	0.19%	89
2024 Q2	$52.6M	Buy	743,249 +16,586	+2%	+$1.18M	0.17%	100
2024 Q1	$46.4M	Sell	726,663 -2,876	-0.4%	-$168K	0.16%	113
2023 Q4	$44.3M	Buy	729,539 +69,718	+11%	+$3.97M	0.17%	110
2023 Q3	$37.8M	Buy	659,821 +6,341	+1%	+$439K	0.17%	112
2023 Q2	$48.5M	Buy	653,480 +19,047	+3%	+$1.44M	0.21%	91
2023 Q1	$48.9M	Buy	634,433 +24,658	+4%	+$1.9M	0.24%	87
2022 Q4	$51M	Sell	609,775 -4,079	-0.7%	-$330K	0.27%	77
2022 Q3	$48.1M	Buy	613,854 +30,933	+5%	+$2.62M	0.29%	70
2022 Q2	$45.2M	Buy	582,921 +19,736	+4%	+$1.5M	0.26%	78
2022 Q1	$47.7M	Buy	563,185 +48,986	+10%	+$3.93M	0.24%	87
2021 Q4	$48M	Buy	514,199 +124,375	+32%	+$10.7M	0.23%	82
2021 Q3	$30.6M	Sell	389,824 -33,178	-8%	-$2.68M	0.17%	115
2021 Q2	$31M	Buy	423,002 +17,459	+4%	+$1.31M	0.17%	113
2021 Q1	$30.7M	Sell	405,543 -377	-0.1%	-$29.4K	0.18%	107
2020 Q4	$31.3M	Sell	405,920 -6,940	-2%	-$519K	0.19%	106
2020 Q3	$28.6M	Buy	412,860 +72,800	+21%	+$5.03M	0.2%	94
2020 Q2	$20.4M	Sell	340,060 -167,096	-33%	-$10M	0.18%	110
2020 Q1	$30.5M	Buy	507,156 +48,444	+11%	+$3.05M	0.29%	68
2019 Q4	$27.8M	Buy	458,712 +13,716	+3%	+$801K	0.22%	95
2019 Q3	$25.9M	Buy	444,996 +17,476	+4%	+$946K	0.22%	89
2019 Q2	$21.9M	Buy	427,520 +104	+0%	+$5.12K	0.19%	112
2019 Q1	$20.7M	Buy	427,416 +20,476	+5%	+$936K	0.19%	122
2018 Q4	$17.7M	Sell	406,940 -25,840	-6%	-$1.13M	0.18%	133
2018 Q3	$18.1M	Sell	432,780 -303,632	-41%	-$12.9M	0.15%	159
2018 Q2	$30.8M	Sell	736,412 -25,820	-3%	-$1.04M	0.27%	77
2018 Q1	$31.1M	Sell	762,232 -31,728	-4%	-$1.22M	0.28%	77
2017 Q4	$31M	Sell	793,960 -6,248	-0.8%	-$241K	0.28%	76
2017 Q3	$29.3M	Sell	800,208 -170,516	-18%	-$6.25M	0.27%	79
2017 Q2	$34M	Sell	970,724 -74,848	-7%	-$2.56M	0.33%	61
2017 Q1	$33.6M	Sell	1,045,572 -40,212	-4%	-$1.26M	0.33%	60
2016 Q4	$32.4M	Buy	1,085,784 +183,180	+20%	+$5.47M	0.34%	67
2016 Q3	$27.6M	Buy	902,604 +545,532	+153%	+$17.2M	0.29%	72
2016 Q2	$11.6M	Buy	357,072 +12,728	+4%	+$382K	0.15%	146
2016 Q1	$10.2M	Sell	344,344 -13,508	-4%	-$379K	0.13%	162
2015 Q4	$9.29M	Buy	357,852 +41,600	+13%	+$1.05M	0.12%	174
2015 Q3	$7.71M	Buy	316,252 +5,224	+2%	+$133K	0.11%	179
2015 Q2	$7.62M	Buy	311,028 +31,704	+11%	+$806K	0.11%	191
2015 Q1	$7.27M	Buy	279,324 +68,916	+33%	+$1.82M	0.1%	204
2014 Q4	$5.59M	Buy	210,408 +29,784	+16%	+$752K	0.17%	135
2014 Q3	$4.24M	Buy	180,624 +10,800	+6%	+$261K	0.14%	168
2014 Q2	$4.35M	Sell	169,824 -10,736	-6%	-$261K	0.13%	190
2014 Q1	$4.32M	Buy	180,560 +49,908	+38%	+$1.13M	0.13%	166
2013 Q4	$2.8M	Buy	130,652 +30,412	+30%	+$641K	0.09%	252
2013 Q3	$2.01M	Buy	100,240 +2,968	+3%	+$61.3K	0.07%	297
2013 Q2	$1.98M	Buy	+97,272	New	+$1.93M	0.07%	271

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank's NEE Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in NextEra Energy (NEE) in Q1 2026: 962,449 shares worth $89.4M. The stake represents 0.19% of the portfolio and ranks #98 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in NEE as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Zurich Cantonal Bank held 962,449 shares of NextEra Energy worth $89.4M as of Q1 2026.
NextEra Energy was a new Zurich Cantonal Bank position in Q1 2026.
NextEra Energy made up 0.19% of Zurich Cantonal Bank's portfolio in Q1 2026, its #98 holding.
Zurich Cantonal Bank first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.