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 Q2	$1.45M	Buy	16,492 +162	+1%	+$14.7K	0.05%	87
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baltimore-Washington Financial Advisors's NEE Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its NextEra Energy (NEE) stake by 0.99% in Q2 2026, buying an estimated $14.7K and bringing the position to 16,492 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #87.

Baltimore-Washington Financial Advisors first reported a position in NEE in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Baltimore-Washington Financial Advisors held 16,492 shares of NextEra Energy worth $1.45M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 162 NextEra Energy shares in Q2 2026, an estimated $14.7K.
NextEra Energy made up 0.05% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #87 holding.
Baltimore-Washington Financial Advisors first reported a position in NextEra Energy in Q3 2013 and has held it in 6 quarters since.
Baltimore-Washington Financial Advisors's NextEra Energy position peaked at $1.52M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.