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Baldwin Wealth Partners’s NextEra Energy NEE Stock Holding History

Baldwin Wealth Partners’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 		$22.3M Sell
253,797
-837
-0.3% -$75.7K 1.46% 21
2026
Q1 		$23.7M Sell
254,634
-31,076
-11% -$2.76M 1.72% 17
2025
Q4 		$22.9M Sell
285,710
-1,823
-0.6% -$151K 1.47% 19
2025
Q3 		$21.7M Sell
287,533
-5,647
-2% -$413K 1.41% 19
2025
Q2 		$20.4M Sell
293,180
-1,428
-0.5% -$99.2K 1.38% 19
2025
Q1 		$20.9M Buy
294,608
+3,094
+1% +$218K 1.47% 19
2024
Q4 		$20.9M Buy
291,514
+11,554
+4% +$898K 1.44% 19
2024
Q3 		$23.7M Sell
279,960
-55,872
-17% -$4.36M 1.61% 15
2024
Q2 		$23.8M Sell
335,832
-11,966
-3% -$849K 1.85% 13
2024
Q1 		$22.2M Sell
347,798
-7,829
-2% -$459K 1.67% 15
2023
Q4 		$21.6M Buy
355,627
+63,659
+22% +$3.63M 1.7% 16
2023
Q3 		$16.7M Sell
291,968
-4,607
-2% -$319K 1.44% 21
2023
Q2 		$22M Buy
296,575
+403
+0.1% +$30.5K 1.81% 11
2023
Q1 		$22.8M Sell
296,172
-55
-0% -$4.23K 1.99% 9
2022
Q4 		$24.8M Buy
296,227
+56
+0% +$4.52K 2.25% 7
2022
Q3 		$23.2M Sell
296,171
-4,809
-2% -$408K 3.21% 7
2022
Q2 		$23.3M Sell
300,980
-3,197
-1% -$243K 3.02% 7
2022
Q1 		$25.8M Buy
304,177
+10,644
+4% +$853K 2.73% 8
2021
Q4 		$27.4M Buy
293,533
+10,759
+4% +$930K 2.74% 8
2021
Q3 		$22.2M Sell
282,774
-1,987
-0.7% -$160K 2.46% 10
2021
Q2 		$20.9M Buy
284,761
+9,176
+3% +$689K 2.28% 10
2021
Q1 		$20.8M Buy
275,585
+65,233
+31% +$5.09M 2.48% 9
2020
Q4 		$16.2M Sell
210,352
-4,248
-2% -$318K 2.04% 13
2020
Q3 		$14.9M Sell
214,600
-4,092
-2% -$283K 2.04% 15
2020
Q2 		$13.1M Sell
218,692
-7,732
-3% -$463K 1.93% 15
2020
Q1 		$13.6M Sell
226,424
-8,512
-4% -$535K 2.38% 12
2019
Q4 		$14.2M Sell
234,936
-576
-0.2% -$33.6K 1.99% 15
2019
Q3 		$13.7M Buy
235,512
+1,272
+0.5% +$68.8K 2.07% 14
2019
Q2 		$12M Sell
234,240
-360
-0.2% -$17.7K 1.77% 20
2019
Q1 		$11.3M Sell
234,600
-1,140
-0.5% -$52.1K 1.69% 21
2018
Q4 		$10.2M Buy
235,740
+14,096
+6% +$616K 1.72% 20
2018
Q3 		$9.29M Buy
221,644
+59,800
+37% +$2.55M 1.3% 26
2018
Q2 		$6.76M Buy
161,844
+4,884
+3% +$197K 1.05% 32
2018
Q1 		$6.41M Buy
156,960
+80,620
+106% +$3.11M 1.04% 35
2017
Q4 		$2.98M Buy
76,340
+27,320
+56% +$1.05M 0.46% 54
2017
Q3 		$1.8M Buy
49,020
+900
+2% +$33K 0.29% 57
2017
Q2 		$1.69M Sell
48,120
-4,800
-9% -$164K 0.27% 61
2017
Q1 		$1.7M Buy
52,920
+6,992
+15% +$220K 0.28% 59
2016
Q4 		$1.37M Sell
45,928
-4,600
-9% -$137K 0.25% 62
2016
Q3 		$1.54M Buy
50,528
+208
+0.4% +$6.55K 0.28% 56
2016
Q2 		$1.64M Buy
50,320
+1,800
+4% +$54K 0.34% 50
2016
Q1 		$1.44M Buy
48,520
+7,800
+19% +$219K 0.26% 84
2015
Q4 		$1.06M Hold
40,720
– – 0.17% 121
2015
Q3 		$993K Sell
40,720
-1,000
-2% -$25.4K 0.17% 123
2015
Q2 		$1.02M Hold
41,720
– – 0.15% 125
2015
Q1 		$1.08M Hold
41,720
– – 0.16% 125
2014
Q4 		$1.11M Buy
41,720
+9,600
+30% +$242K 0.16% 126
2014
Q3 		$754K Buy
32,120
+200
+0.6% +$4.83K 0.11% 154
2014
Q2 		$818K Buy
31,920
+800
+3% +$19.5K 0.12% 151
2014
Q1 		$744K Sell
31,120
-15,812
-34% -$358K 0.12% 156
2013
Q4 		$1M Sell
46,932
-2,288
-5% -$48.2K 0.16% 129
2013
Q3 		$986K Hold
49,220
– – 0.18% 120
2013
Q2 		$1M Buy
+49,220
New +$977K 0.2% 112

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Baldwin Wealth Partners's NEE Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its NextEra Energy (NEE) stake by 0.33% in Q2 2026, selling an estimated $75.7K and leaving 253,797 shares worth $22.3M. The position accounts for 1.46% of the portfolio, ranked #21.

Baldwin Wealth Partners first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $27.4M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Baldwin Wealth Partners held 253,797 shares of NextEra Energy worth $22.3M as of Q2 2026.
  • Baldwin Wealth Partners sold 837 NextEra Energy shares in Q2 2026, an estimated $75.7K.
  • NextEra Energy made up 1.46% of Baldwin Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Baldwin Wealth Partners first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's NextEra Energy position peaked at $27.4M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.