Which New Zealand managed funds hold Nextera Energy?

31 New Zealand managed funds hold Nextera Energy as a direct holding, across 8 fund managers. Weights range from 0.000% to 5.21% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Nextera Energy indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Nextera Energy?

Mercer Global Listed Infrastructure Fund has the largest direct holding at 5.21% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Nextera Energy?

31 funds hold Nextera Energy directly, across 8 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Nextera Energy indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Mercer Global Listed Infrastructure Fund	Mercer	5.21%
Kernel S&P Global Clean Energy Fund	Kernel	4.24%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.480%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.460%
Fisher Funds Growth Fund	Fisher Funds	0.390%
Fisher Funds Conservative Fund	Fisher Funds	0.370%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.350%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.350%
Mercer Core Hedged Global Shares Fund	Mercer	0.270%
Mercer Income Generator Fund	Mercer	0.260%
Mercer Core Global Shares Fund	Mercer	0.260%
Mercer Responsible Global Shares Fund	Mercer	0.230%
Mercer Global Shares Fund	Mercer	0.230%
Mercer All Country Global Shares Index Fund	Mercer	0.220%
Mercer Responsible Balanced Fund	Mercer	0.200%
Booster Shielded Growth Fund	Booster	0.090%
Harbour Balanced Growth Fund	Harbour	0.080%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.060%
Kernel High Growth Fund	Kernel	0.040%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.030%
Kernel Balanced Fund	Kernel	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
Milford Balanced Fund	Milford	0.010%
Milford Diversified Income Fund	Milford	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Milford Active Growth Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%

Funds holding Nextera Energy usually also hold

Companies that appear alongside Nextera Energy in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Nextera Energy — shown so you can check the grouping rather than take it on trust.

NEXTERA ENERGY INC
NextEra Energy Inc
Nextera Energy
Nextera Energy Inc

← All holdings