Baron Financial Group’s NextEra Energy NEE Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-612	Closed	-$47.4K	–	143
2022 Q2	$47.4K	Buy	612 +4	+0.7%	+$305	0.03%	86
2022 Q1	$51.5K	Buy	608 +3	+0.5%	+$240	0.03%	88
2021 Q4	$56.5K	Buy	605 +2	+0.3%	+$173	0.03%	85
2021 Q3	$47.3K	Buy	603 +3	+0.5%	+$242	0.03%	92
2021 Q2	$44K	Buy	600 +3	+0.5%	+$225	0.03%	94
2021 Q1	$45.1K	Buy	597 +3	+0.5%	+$234	0.03%	93
2020 Q4	$45.8K	Buy	594 +2	+0.3%	+$150	0.04%	89
2020 Q3	$41.1K	Buy	+592	New	+$40.9K	0.04%	93

Other funds holding NEE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baron Financial Group's NEE Position: Q3 2022 in Review

Baron Financial Group sold out of NextEra Energy (NEE) in Q3 2022, closing a stake of 612 shares — an estimated $47.4K sold.

Baron Financial Group first reported a position in NEE in Q3 2020 and held it in 8 quarters. The position peaked at $56.5K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold NEE as of Q3 2022.

Baron Financial Group reported no remaining NextEra Energy position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 612 NextEra Energy shares in Q3 2022, an estimated $47.4K.
Baron Financial Group first reported a position in NextEra Energy in Q3 2020 and held it in 8 quarters.
Baron Financial Group's NextEra Energy position peaked at $56.5K in Q4 2021.
2,343 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.