Baron Silver Stevens Financial Advisors’s NextEra Energy NEE Stock Holding History

Baron Silver Stevens 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	$1.28M	Buy	14,599 +589	+4%	+$53.3K	0.16%	58
2026 Q1	$1.3M	Sell	14,010 -296	-2%	-$26.3K	0.19%	52
2025 Q4	$1.15M	Buy	14,306 +191	+1%	+$15.8K	0.17%	59
2025 Q3	$1.07M	Sell	14,115 -986	-7%	-$72K	0.16%	60
2025 Q2	$1.05M	Buy	15,101 +946	+7%	+$65.7K	0.17%	58
2025 Q1	$1M	Buy	14,155 +140	+1%	+$9.88K	0.18%	55
2024 Q4	$1M	Sell	14,015 -66	-0.5%	-$5.13K	0.17%	55
2024 Q3	$1.19M	Sell	14,081 -200	-1%	-$15.6K	0.21%	51
2024 Q2	$1.01M	Sell	14,281 -6,045	-30%	-$429K	0.19%	52
2024 Q1	$1.3M	Buy	20,326 +305	+2%	+$17.9K	0.25%	46
2023 Q4	$1.22M	Sell	20,021 -4,879	-20%	-$278K	0.26%	42
2023 Q3	$1.43M	Sell	24,900 -2,002	-7%	-$139K	0.32%	37
2023 Q2	$2M	Buy	26,902 +1,060	+4%	+$80.3K	0.44%	30
2023 Q1	$1.99M	Sell	25,842 -580	-2%	-$44.6K	0.52%	28
2022 Q4	$2.21M	Buy	26,422 +9,108	+53%	+$736K	0.54%	28
2022 Q3	$1	Sell	17,314 -9,616	-36%	-$816K	﹤0.01%	100
2022 Q2	$2.09M	Buy	26,930 +983	+4%	+$74.8K	0.54%	28
2022 Q1	$2.2M	Sell	25,947 -3,031	-10%	-$243K	0.52%	28
2021 Q4	$2.71M	Buy	28,978 +180	+0.6%	+$15.6K	0.64%	27
2021 Q3	$2.26M	Buy	28,798 +702	+2%	+$56.6K	0.6%	26
2021 Q2	$2.06M	Sell	28,096 -255	-0.9%	-$19.1K	0.56%	26
2021 Q1	$2.14M	Buy	28,351 +1,590	+6%	+$124K	1.17%	13
2020 Q4	$2.06M	Buy	+26,761	New	+$2M	0.71%	19

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's NEE Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $53.3K and bringing the position to 14,599 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #58.

Baron Silver Stevens Financial Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.71M in Q4 2021. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Baron Silver Stevens Financial Advisors held 14,599 shares of NextEra Energy worth $1.28M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 589 NextEra Energy shares in Q2 2026, an estimated $53.3K.
NextEra Energy made up 0.16% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #58 holding.
Baron Silver Stevens Financial Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
Baron Silver Stevens Financial Advisors's NextEra Energy position peaked at $2.71M in Q4 2021.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.