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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Baron Wealth Management's NEE Position: Q2 2026 in Review

Baron Wealth Management reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $60.3K and leaving 4,781 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #136.

Baron Wealth Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $627K in Q4 2022. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Baron Wealth Management held 4,781 shares of NextEra Energy worth $420K as of Q2 2026.
  • Baron Wealth Management sold 667 NextEra Energy shares in Q2 2026, an estimated $60.3K.
  • NextEra Energy made up 0.11% of Baron Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Baron Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's NextEra Energy position peaked at $627K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.