Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in NEE — Nextera Energy Inc

CIK 1544599 ZURICH, V8

Position in NEE

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$106,568,933

+$40,183,635 QoQ

Shares Held

1,147,383

+38.8% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.85625201000886.ToString("F0")% Shared 0.ToString("F0")% None 2.1437479899911365.ToString("F0")%

Utilities · as of Mar 31, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $261,059,115 across 4 Utilities - Regulated Electric names. NEE ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	1,147,383	$106,568,933
2	SO	Southern Co	734,266	$70,871,354
3	DUK	Duke Energy CORP	501,859	$65,713,417
4	PEG	Public Service Enterprise Group Inc	221,191	$17,905,411

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,568,933	1,147,383	+38.8%	Shares	Sole	2026-05-05
2025-12-31	$66,385,298	826,922	-5.9%	Shares	Sole	2026-02-05
2025-09-30	$66,354,200	878,980	+1.8%	Shares	Sole	2025-11-13
2025-06-30	$59,964,093	863,787	+3.4%	Shares	Sole	2025-08-14
2025-03-31	$59,242,205	835,692	+246.8%	Shares	Sole	2025-09-17
2024-12-31	$17,273,347	240,945	+53.9%	Shares	Sole	2025-02-07
2024-09-30	$13,229,959	156,512	-12.7%	Shares	Sole	2024-11-14
2024-06-30	$12,698,923	179,338	-11.0%	Shares	Sole	2024-08-14
2024-03-31	$12,878,504	201,510	+1419.6%	Shares	Sole	2024-05-14
2023-12-31	$805,473	13,261	-94.3%	Shares	Sole	2024-05-16
2023-09-30	$13,330,294	232,681	-82.6%	Shares	Sole	2023-11-13
2023-06-30	$99,144,333	1,336,177	-0.9%	Shares	Sole	2023-07-24
2023-03-31	$103,920,566	1,348,217	+3.5%	Shares	Sole	2023-05-11
2022-12-31	$108,890,922	1,302,523	+4.5%	Shares	Sole	2023-01-24
2022-09-30	$97,717,599	1,246,239	-5.7%	Shares	Sole	2022-11-04
2022-06-30	$102,367,030	1,321,547	-2.0%	Shares	Sole	2022-07-22
2022-03-31	$114,287,597	1,349,163	+6.2%	Shares	Sole	2022-05-09
2021-12-31	$118,567,386	1,270,002	-1.6%	Shares	Sole	2022-02-15
2021-09-30	$101,303,363	1,290,160	+2.9%	Shares	Sole	2021-11-12
2021-06-30	$91,847,979	1,253,384	+4.5%	Shares	Sole	2021-07-23
2021-03-31	$90,680,055	1,199,313	+478.7%	Shares	Sole	2021-05-10
2020-12-31	$15,990,031	207,259	+317.9%	Shares	Sole	2021-02-24
2020-09-30	$3,441,119	49,591	+32.6%	Shares	Sole	2020-11-10
2020-06-30	$2,246,249	37,411	-4.7%	Shares	Sole	2020-08-12
2020-03-31	$2,361,504	39,257	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.