BWFA
NEE icon

Baltimore-Washington Financial Advisors’s NextEra Energy NEE Stock Holding History

Baltimore-Washington Financial Advisors’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 		$1.52M Hold
16,330
– – 0.07% 78
2025
Q4 		$1.31M Buy
+16,330
New +$1.35M 0.05% 89
2014
Q3 		– Sell
-900
Closed -$23K – 321
2014
Q2 		$23K Buy
+900
New +$21.9K 0.01% 203
2014
Q1 		– Sell
-900
Closed -$19K – 269
2013
Q4 		$19K Hold
900
– – 0.01% 209
2013
Q3 		$18K Buy
+900
New +$18.6K 0.01% 161

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return