NextEra Energy Trims Holdings in Q3

B. Metzler seel. Sohn & Co. AG reduces stake in utility company

Published on Mar. 9, 2026

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B. Metzler seel. Sohn & Co. AG, a German investment firm, trimmed its position in shares of NextEra Energy, Inc. (NYSE:NEE) by 10.8% during the 3rd quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 126,116 shares of the utilities provider's stock, valued at $9.52 million.

Why it matters

NextEra Energy is one of the largest renewable energy companies in the United States, with a focus on wind, solar, and energy storage projects. The company's stock performance and institutional ownership are closely watched by investors and analysts.

The details

According to the 13F filing, B. Metzler seel. Sohn & Co. AG sold 15,341 shares of NextEra Energy during the third quarter, reducing its total holdings to 126,116 shares. The firm cited portfolio rebalancing as the reason for the trimmed position. Despite the reduction, NextEra Energy remains a significant holding for B. Metzler seel. Sohn & Co. AG, accounting for approximately 1.5% of the firm's total portfolio.

  • The 13F filing covers the 3rd quarter of 2026.

The players

B. Metzler seel. Sohn & Co. AG

A German investment firm that manages a portfolio of stocks, including a position in NextEra Energy.

NextEra Energy, Inc.

A leading clean energy company with regulated utility operations and competitive renewable generation businesses, headquartered in Juno Beach, Florida.

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The takeaway

The reduction in B. Metzler seel. Sohn & Co. AG's position in NextEra Energy is a relatively minor adjustment, but it highlights the ongoing interest and scrutiny surrounding the utility company's performance and growth prospects among institutional investors.