Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,543,764
+$178,312 QoQ
Shares Held
51,769
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $71,201,223 across 6 Utilities - Regulated Electric names. NEE ranks #2 (6.4% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,543,764 | 51,769 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $4,365,452 | 47,001 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,203,733 | 39,907 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $3,415,771 | 45,248 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,337,158 | 48,072 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $3,077,831 | 43,417 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,344,123 | 46,647 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,211,707 | 49,825 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,616,337 | 51,071 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||