Barings’s NextEra Energy NEE Stock Holding History

Barings’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
2025 Q4	–	Sell	-4,395	Closed	-$332K	–	178
2025 Q3	$332K	Buy	+4,395	New	+$321K	0.01%	153
2024 Q2	–	Sell	-3,636	Closed	-$232K	–	168
2024 Q1	$232K	Buy	+3,636	New	+$213K	0.01%	147
2022 Q4	–	Sell	-2,816	Closed	-$221K	–	197
2022 Q3	$221K	Sell	2,816 -1,220	-30%	-$103K	0.01%	175
2022 Q2	$313K	Buy	4,036 +642	+19%	+$48.9K	0.01%	243
2022 Q1	$288K	Sell	3,394 -3,394	-50%	-$272K	0.01%	255
2021 Q4	$634K	Buy	6,788 +4,178	+160%	+$361K	0.02%	229
2021 Q3	$205K	Sell	2,610 -5,319	-67%	-$429K	﹤0.01%	366
2021 Q2	$581K	Sell	7,929 -1,353	-15%	-$102K	0.01%	270
2021 Q1	$701K	Buy	9,282 +1,278	+16%	+$99.7K	0.02%	267
2020 Q4	$618K	Sell	8,004 -20,220	-72%	-$1.51M	0.02%	274
2020 Q3	$1.96M	Buy	28,224 +9,884	+54%	+$682K	0.05%	248
2020 Q2	$1.1M	Hold	18,340	–	–	0.04%	275
2020 Q1	$1.1M	Buy	18,340 +4,284	+30%	+$269K	0.04%	275
2019 Q4	$852K	Buy	14,056 +9,420	+203%	+$550K	0.02%	393
2019 Q3	$270K	Sell	4,636 -164	-3%	-$8.88K	0.01%	586
2019 Q2	$246K	Sell	4,800 -10,076	-68%	-$496K	0.01%	616
2019 Q1	$719K	Sell	14,876 -3,720	-20%	-$170K	0.02%	458
2018 Q4	$808K	Hold	18,596	–	–	0.01%	426
2018 Q3	$779K	Sell	18,596 -8,160	-30%	-$347K	0.01%	527
2018 Q2	$1.12M	Sell	26,756 -6,436	-19%	-$260K	0.02%	489
2018 Q1	$1.35M	Hold	33,192	–	–	0.02%	459
2017 Q4	$1.3M	Sell	33,192 -3,320	-9%	-$128K	0.02%	494
2017 Q3	$1.34M	Sell	36,512 -67,400	-65%	-$2.47M	0.02%	406
2017 Q2	$3.64M	Buy	103,912 +17,048	+20%	+$583K	0.11%	169
2017 Q1	$2.79M	Buy	86,864 +43,432	+100%	+$1.37M	0.03%	505
2016 Q4	$1.3M	Sell	43,432 -29,672	-41%	-$887K	0.03%	387
2016 Q3	$2.24M	Sell	73,104 -48,880	-40%	-$1.54M	0.06%	256
2016 Q2	$3.98M	Buy	121,984 +14,760	+14%	+$443K	0.1%	129
2016 Q1	$3.17M	Buy	107,224 +57,080	+114%	+$1.6M	0.08%	170
2015 Q4	$1.3M	Sell	50,144 -63,920	-56%	-$1.62M	0.03%	418
2015 Q3	$2.78M	Buy	114,064 +36,312	+47%	+$923K	0.07%	208
2015 Q2	$1.91M	Buy	77,752 +26,280	+51%	+$668K	0.06%	331
2015 Q1	$1.34M	Buy	51,472 +19,840	+63%	+$523K	0.03%	433
2014 Q4	$841K	Sell	31,632 -56,920	-64%	-$1.44M	0.02%	518
2014 Q3	$2.08M	Buy	88,552 +63,600	+255%	+$1.54M	0.05%	297
2014 Q2	$639K	Sell	24,952 -40,520	-62%	-$986K	0.02%	632
2014 Q1	$1.56M	Sell	65,472 -20,000	-23%	-$453K	0.05%	343
2013 Q4	$1.83M	Sell	85,472 -130,400	-60%	-$2.75M	0.08%	291
2013 Q3	$4.33M	Buy	215,872 +30,400	+16%	+$627K	0.19%	117
2013 Q2	$3.78M	Buy	+185,472	New	+$3.68M	0.17%	123

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barings's NEE Position: Q4 2025 in Review

Barings sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 4,395 shares — an estimated $332K sold.

Barings first reported a position in NEE in Q2 2013 and held it in 40 quarters. The position peaked at $4.33M in Q3 2013. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Barings reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Barings sold 4,395 NextEra Energy shares in Q4 2025, an estimated $332K.
Barings first reported a position in NextEra Energy in Q2 2013 and held it in 40 quarters.
Barings's NextEra Energy position peaked at $4.33M in Q3 2013.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Barings's 13F filing for Q4 2025, filed 12 Feb 2026.