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 Q3	$287K	Buy	3,783 +403	+12%	+$34.1K	0.06%	238
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baker Tilly Wealth Management's NEE Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its NextEra Energy (NEE) stake by 12% in Q3 2026, buying an estimated $34.1K and bringing the position to 3,783 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #238.

Baker Tilly Wealth Management first reported a position in NEE in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.46M in Q4 2021. 1,856 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Baker Tilly Wealth Management held 3,783 shares of NextEra Energy worth $287K as of Q3 2026.
Baker Tilly Wealth Management bought 403 NextEra Energy shares in Q3 2026, an estimated $34.1K.
NextEra Energy made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #238 holding.
Baker Tilly Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 15 quarters since.
Baker Tilly Wealth Management's NextEra Energy position peaked at $2.46M in Q4 2021.
1,856 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.