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Baker Avenue Asset Management’s NextEra Energy NEE Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-5,000
Closed -$286 – 1085
2023
Q3 		$286 Buy
+5,000
New +$346K ﹤0.01% 1568

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Baker Avenue Asset Management's NEE Position: Q2 2026 in Review

Baker Avenue Asset Management increased its NextEra Energy (NEE) stake by 41% in Q2 2026, buying an estimated $3.8M and bringing the position to 145,423 shares worth $12.8M. The position accounts for 0.24% of the portfolio, ranked #85.

Baker Avenue Asset Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Baker Avenue Asset Management held 145,423 shares of NextEra Energy worth $12.8M as of Q2 2026.
  • Baker Avenue Asset Management bought 41,958 NextEra Energy shares in Q2 2026, an estimated $3.8M.
  • NextEra Energy made up 0.24% of Baker Avenue Asset Management's portfolio in Q2 2026, its #85 holding.
  • Baker Avenue Asset Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.