Baldwin Investment Management’s NextEra Energy NEE Stock Holding History

Baldwin Investment 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 Q1	$3.49M	Sell	37,608 -99	-0.3%	-$8.8K	0.41%	37
2025 Q4	$3.03M	Sell	37,707 -459	-1%	-$38K	0.34%	39
2025 Q3	$2.88M	Buy	38,166 +1,540	+4%	+$113K	0.33%	41
2025 Q2	$2.54M	Buy	36,626 +400	+1%	+$27.8K	0.31%	44
2025 Q1	$2.57M	Buy	36,226 +788	+2%	+$55.6K	0.31%	45
2024 Q4	$2.54M	Buy	35,438 +81	+0.2%	+$6.29K	0.33%	45
2024 Q3	$2.99M	Buy	35,357 +317	+0.9%	+$24.7K	0.37%	39
2024 Q2	$2.48M	Buy	35,040 +700	+2%	+$49.7K	0.34%	45
2024 Q1	$2.19M	Sell	34,340 -1,015	-3%	-$59.5K	0.3%	53
2023 Q4	$2.15M	Sell	35,355 -10,598	-23%	-$604K	0.34%	50
2023 Q3	$2.63M	Buy	45,953 +6,141	+15%	+$425K	0.44%	33
2023 Q2	$2.95M	Buy	39,812 +4,375	+12%	+$331K	0.49%	34
2023 Q1	$2.73M	Buy	35,437 +150	+0.4%	+$11.5K	0.48%	35
2022 Q4	$2.95M	Buy	35,287 +1,250	+4%	+$101K	0.53%	28
2022 Q3	$2.67K	Buy	34,037 +516	+2%	+$43.8K	0.54%	27
2022 Q2	$2.6K	Sell	33,521 -2,255	-6%	-$172K	0.49%	31
2022 Q1	$3.03K	Buy	35,776 +510	+1%	+$40.9K	0.46%	33
2021 Q4	$3.29K	Sell	35,266 -174	-0.5%	-$15K	0.51%	34
2021 Q3	$2.78M	Sell	35,440 -2,415	-6%	-$195K	0.48%	36
2021 Q2	$2.77M	Buy	37,855 +2,055	+6%	+$154K	0.47%	36
2021 Q1	$2.71M	Buy	35,800 +6,141	+21%	+$479K	0.49%	36
2020 Q4	$2.29M	Buy	29,659 +9,443	+47%	+$706K	0.45%	38
2020 Q3	$1.4M	Buy	20,216 +4,420	+28%	+$305K	0.33%	52
2020 Q2	$948K	Buy	15,796 +200	+1%	+$12K	0.3%	56
2020 Q1	$938K	Sell	15,596 -300	-2%	-$18.9K	0.32%	46
2019 Q4	$962K	Hold	15,896	–	–	0.26%	65
2019 Q3	$926K	Hold	15,896	–	–	0.27%	62
2019 Q2	$814K	Buy	15,896 +100	+0.6%	+$4.92K	0.23%	69
2019 Q1	$763K	Buy	15,796 +100	+0.6%	+$4.57K	0.23%	72
2018 Q4	$682K	Sell	15,696 -400	-2%	-$17.5K	0.22%	71
2018 Q3	$674K	Hold	16,096	–	–	0.19%	81
2018 Q2	$672K	Hold	16,096	–	–	0.21%	81
2018 Q1	$657K	Hold	16,096	–	–	0.24%	60
2017 Q4	$629K	Hold	16,096	–	–	0.22%	65
2017 Q3	$590K	Hold	16,096	–	–	0.22%	64
2017 Q2	$564K	Sell	16,096 -800	-5%	-$27.3K	0.23%	67
2017 Q1	$542K	Sell	16,896 -400	-2%	-$12.6K	0.21%	71
2016 Q4	$517K	Sell	17,296 -196	-1%	-$5.86K	0.21%	70
2016 Q3	$535K	Sell	17,492 -400	-2%	-$12.6K	0.23%	69
2016 Q2	$583K	Hold	17,892	–	–	0.25%	62
2016 Q1	$529K	Buy	17,892 +200	+1%	+$5.61K	0.23%	68
2015 Q4	$460K	Hold	17,692	–	–	0.21%	77
2015 Q3	$431K	Buy	17,692 +1,600	+10%	+$40.7K	0.19%	81
2015 Q2	$394K	Sell	16,092 -500	-3%	-$12.7K	0.16%	95
2015 Q1	$432K	Buy	16,592 +252	+2%	+$6.65K	0.17%	86
2014 Q4	$434K	Buy	16,340 +200	+1%	+$5.05K	0.17%	86
2014 Q3	$379K	Buy	+16,140	New	+$390K	0.16%	94

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baldwin Investment Management's NEE Position: Q1 2026 in Review

Baldwin Investment Management reduced its NextEra Energy (NEE) stake by 0.26% in Q1 2026, selling an estimated $8.8K and leaving 37,608 shares worth $3.49M. The position accounts for 0.41% of the portfolio, ranked #37.

Baldwin Investment Management first reported a position in NEE in Q3 2014 and has held it in 47 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Baldwin Investment Management held 37,608 shares of NextEra Energy worth $3.49M as of Q1 2026.
Baldwin Investment Management sold 99 NextEra Energy shares in Q1 2026, an estimated $8.8K.
NextEra Energy made up 0.41% of Baldwin Investment Management's portfolio in Q1 2026, its #37 holding.
Baldwin Investment Management first reported a position in NextEra Energy in Q3 2014 and has held it in 47 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.