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Bailard’s NextEra Energy NEE Stock Holding History

Bailard’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bailard's NEE Position: Q1 2026 in Review

Bailard increased its NextEra Energy (NEE) stake by 1.1% in Q1 2026, buying an estimated $64.2K and bringing the position to 68,143 shares worth $6.33M. The position accounts for 0.15% of the portfolio, ranked #123.

Bailard first reported a position in NEE in Q2 2016 and has held it in 28 quarters since. The position peaked at $6.6M in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Bailard held 68,143 shares of NextEra Energy worth $6.33M as of Q1 2026.
  • Bailard bought 722 NextEra Energy shares in Q1 2026, an estimated $64.2K.
  • NextEra Energy made up 0.15% of Bailard's portfolio in Q1 2026, its #123 holding.
  • Bailard first reported a position in NextEra Energy in Q2 2016 and has held it in 28 quarters since.
  • Bailard's NextEra Energy position peaked at $6.6M in Q2 2023.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.