Baer Investment Advisory’s NextEra Energy NEE Stock Holding History

Baer Investment Advisory’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 Q2	$1.23M	Buy	+14,224	New	+$1.29M	1.03%	32

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baer Investment Advisory's NEE Position: Q2 2026 in Review

Baer Investment Advisory opened a new position in NextEra Energy (NEE) in Q2 2026: 14,224 shares worth $1.23M. The stake represents 1.03% of the portfolio and ranks #32 among its holdings.

3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Baer Investment Advisory held 14,224 shares of NextEra Energy worth $1.23M as of Q2 2026.
NextEra Energy was a new Baer Investment Advisory position in Q2 2026.
NextEra Energy made up 1.03% of Baer Investment Advisory's portfolio in Q2 2026, its #32 holding.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.