Baker Tilly Wealth Management’s NextEra Energy NEE Stock Holding History

Baker Tilly Wealth 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
2026 Q2	$297K	Buy	3,380 +611	+22%	+$55.3K	0.06%	219
2026 Q1	$257K	Sell	2,769 -1,938	-41%	-$172K	0.06%	231
2025 Q4	$378K	Buy	+4,707	New	+$390K	0.09%	190
2023 Q3	–	Sell	-9,953	Closed	-$739K	–	525
2023 Q2	$739K	Sell	9,953 -608	-6%	-$46K	0.08%	258
2023 Q1	$814K	Buy	10,561 +212	+2%	+$16.3K	0.09%	237
2022 Q4	$865K	Sell	10,349 -2,435	-19%	-$197K	0.11%	214
2022 Q3	$1M	Sell	12,784 -3,691	-22%	-$313K	0.14%	163
2022 Q2	$1.28M	Sell	16,475 -9,333	-36%	-$711K	0.17%	135
2022 Q1	$2.19M	Sell	25,808 -579	-2%	-$46.4K	0.24%	86
2021 Q4	$2.46M	Buy	26,387 +5,348	+25%	+$462K	0.26%	75
2021 Q3	$1.65M	Buy	21,039 +190	+0.9%	+$15.3K	0.22%	90
2021 Q2	$1.53M	Buy	20,849 +2,565	+14%	+$193K	0.25%	87
2021 Q1	$1.38M	Buy	18,284 +7,574	+71%	+$591K	0.28%	87
2020 Q4	$826K	Buy	+10,710	New	+$801K	0.25%	98

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Baker Tilly Wealth Management's NEE Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its NextEra Energy (NEE) stake by 22% in Q2 2026, buying an estimated $55.3K and bringing the position to 3,380 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #219.

Baker Tilly Wealth Management first reported a position in NEE in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.46M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Baker Tilly Wealth Management held 3,380 shares of NextEra Energy worth $297K as of Q2 2026.
Baker Tilly Wealth Management bought 611 NextEra Energy shares in Q2 2026, an estimated $55.3K.
NextEra Energy made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #219 holding.
Baker Tilly Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 14 quarters since.
Baker Tilly Wealth Management's NextEra Energy position peaked at $2.46M in Q4 2021.
1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.