Bailard’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.96M | Sell |
67,929
-214
| -0.3% | -$19.4K | 0.12% | 134 |
|
|
2026
Q1 | $6.33M | Buy |
68,143
+722
| +1% | +$64.2K | 0.15% | 123 |
|
|
2025
Q4 | $5.41M | Sell |
67,421
-144
| -0.2% | -$11.9K | 0.12% | 135 |
|
|
2025
Q3 | $5.1M | Sell |
67,565
-1,531
| -2% | -$112K | 0.11% | 141 |
|
|
2025
Q2 | $4.8M | Sell |
69,096
-5
| -0% | -$347 | 0.11% | 148 |
|
|
2025
Q1 | $4.9M | Buy |
69,101
+754
| +1% | +$53.2K | 0.13% | 129 |
|
|
2024
Q4 | $4.9M | Sell |
68,347
-806
| -1% | -$62.6K | 0.13% | 137 |
|
|
2024
Q3 | $5.85M | Buy |
69,153
+331
| +0.5% | +$25.8K | 0.15% | 124 |
|
|
2024
Q2 | $4.87M | Buy |
68,822
+1,877
| +3% | +$133K | 0.13% | 140 |
|
|
2024
Q1 | $4.28M | Sell |
66,945
-922
| -1% | -$54K | 0.12% | 155 |
|
|
2023
Q4 | $4.12M | Sell |
67,867
-15,323
| -18% | -$873K | 0.12% | 153 |
|
|
2023
Q3 | $4.77M | Sell |
83,190
-5,751
| -6% | -$398K | 0.16% | 124 |
|
|
2023
Q2 | $6.6M | Buy |
88,941
+85,592
| +2,556% | +$6.48M | 0.23% | 95 |
|
|
2023
Q1 | $258K | Buy |
3,349
+37
| +1% | +$2.85K | 0.01% | 556 |
|
|
2022
Q4 | $277K | Sell |
3,312
-3,998
| -55% | -$323K | 0.01% | 536 |
|
|
2022
Q3 | $573K | Buy |
7,310
+161
| +2% | +$13.7K | 0.02% | 335 |
|
|
2022
Q2 | $554K | Sell |
7,149
-19,005
| -73% | -$1.45M | 0.02% | 357 |
|
|
2022
Q1 | $2.22M | Buy |
26,154
+2,337
| +10% | +$187K | 0.07% | 197 |
|
|
2021
Q4 | $2.22M | Buy |
23,817
+3,349
| +16% | +$289K | 0.07% | 195 |
|
|
2021
Q3 | $1.61M | Buy |
20,468
+600
| +3% | +$48.4K | 0.05% | 220 |
|
|
2021
Q2 | $1.46M | Sell |
19,868
-231
| -1% | -$17.3K | 0.05% | 240 |
|
|
2021
Q1 | $1.52M | Buy |
20,099
+4,947
| +33% | +$386K | 0.06% | 224 |
|
|
2020
Q4 | $1.17M | Buy |
15,152
+1,000
| +7% | +$74.8K | 0.05% | 200 |
|
|
2020
Q3 | $982K | Buy |
+14,152
| New | +$977K | 0.05% | 200 |
|
|
2017
Q3 | – | Sell |
-9,656
| Closed | -$338K | – | 306 |
|
|
2017
Q2 | $338K | Hold |
9,656
| – | – | 0.03% | 228 |
|
|
2017
Q1 | $310K | Hold |
9,656
| – | – | 0.03% | 240 |
|
|
2016
Q4 | $288K | Sell |
9,656
-1,804
| -16% | -$53.9K | 0.03% | 251 |
|
|
2016
Q3 | $350K | Hold |
11,460
| – | – | 0.03% | 234 |
|
|
2016
Q2 | $374K | Buy |
+11,460
| New | +$344K | 0.04% | 225 |
|
Other funds holding NEE
Bailard's NEE Position: Q2 2026 in Review
Bailard reduced its NextEra Energy (NEE) stake by 0.31% in Q2 2026, selling an estimated $19.4K and leaving 67,929 shares worth $5.96M. The position accounts for 0.12% of the portfolio, ranked #134.
Bailard first reported a position in NEE in Q2 2016 and has held it in 29 quarters since. The position peaked at $6.6M in Q2 2023. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Bailard held 67,929 shares of NextEra Energy worth $5.96M as of Q2 2026.
- Bailard sold 214 NextEra Energy shares in Q2 2026, an estimated $19.4K.
- NextEra Energy made up 0.12% of Bailard's portfolio in Q2 2026, its #134 holding.
- Bailard first reported a position in NextEra Energy in Q2 2016 and has held it in 29 quarters since.
- Bailard's NextEra Energy position peaked at $6.6M in Q2 2023.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.