Baron Wealth Management
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Baron Wealth Management’s NextEra Energy NEE Stock Holding History

Baron Wealth Management’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
Q3 		$351K Sell
4,639
-142
-3% -$12K 0.09% 171
2026
Q2 		$420K Sell
4,781
-667
-12% -$60.3K 0.11% 136
2026
Q1 		$506K Sell
5,448
-194
-3% -$17.2K 0.15% 96
2025
Q4 		$453K Sell
5,642
-3
-0.1% -$248 0.14% 111
2025
Q3 		$426K Sell
5,645
-154
-3% -$11.3K 0.14% 108
2025
Q2 		$403K Buy
5,799
+210
+4% +$14.6K 0.14% 106
2025
Q1 		$396K Sell
5,589
-184
-3% -$13K 0.17% 92
2024
Q4 		$414K Sell
5,773
-394
-6% -$30.6K 0.19% 81
2024
Q3 		$521K Sell
6,167
-266
-4% -$20.8K 0.25% 62
2024
Q2 		$456K Buy
6,433
+102
+2% +$7.24K 0.24% 63
2024
Q1 		$405K Buy
6,331
+793
+14% +$46.5K 0.21% 74
2023
Q4 		$336K Sell
5,538
-2,733
-33% -$156K 0.18% 90
2023
Q3 		$474K Sell
8,271
-34
-0.4% -$2.35K 0.3% 52
2023
Q2 		$616K Buy
8,305
+777
+10% +$58.8K 0.39% 35
2023
Q1 		$580K Buy
7,528
+33
+0.4% +$2.54K 0.41% 36
2022
Q4 		$627K Buy
+7,495
New +$605K 0.48% 28

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Baron Wealth Management's NEE Position: Q3 2026 in Review

Baron Wealth Management reduced its NextEra Energy (NEE) stake by 3% in Q3 2026, selling an estimated $12K and leaving 4,639 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #171.

Baron Wealth Management first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $627K in Q4 2022. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Baron Wealth Management held 4,639 shares of NextEra Energy worth $351K as of Q3 2026.
  • Baron Wealth Management sold 142 NextEra Energy shares in Q3 2026, an estimated $12K.
  • NextEra Energy made up 0.09% of Baron Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Baron Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
  • Baron Wealth Management's NextEra Energy position peaked at $627K in Q4 2022.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.