NEE — Nextera Energy Inc Com COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  63 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Nextera Energy Inc Com COM (NEE) in 63 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.85% in 2024 Q2. The latest visible filing shows NEE at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Nextera Energy Inc Com COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 285,710 -1,823 -0.6% 1.47% $22.9M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 287,533 -5,647 -1.9% 1.41% $21.7M 2025-10-14 $83.50
2025 Q2 REDUCED 293,180 -1,428 -0.5% 1.38% $20.4M 2025-07-24 $70.46
2025 Q1 ADDED 294,608 +3,094 +1.1% 1.47% $20.9M 2025-04-14 $65.74
2024 Q4 ADDED 291,514 +11,554 +4.1% 1.44% $20.9M 2025-01-22 $65.97
2024 Q3 REDUCED 279,960 -55,872 -16.6% 1.61% $23.7M 2024-10-16 $80.74
2024 Q2 REDUCED 335,832 -11,966 -3.4% 1.85% $23.8M 2024-07-12 $72.25
2024 Q1 REDUCED 347,798 -7,829 -2.2% 1.67% $22.2M 2024-04-12 $59.58
2023 Q4 ADDED 355,627 +63,659 +21.8% 1.70% $21.6M 2024-01-08 $58.89
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q1 — sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 1.15% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.57% Adelphi Trust Co 0.47% Crumly & Associates Inc. 3Y 0.15% Vigilare Wealth Management 3Y 0.11% Bangor Savings Bank 3Y 7Y 0.05% NorthAvenue LLC 0.01% BURKETT FINANCIAL SERVICES, LLC 0.0%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning NEE?

BALDWIN WEALTH PARTNERS LLC/MA reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for NEE was 1.85% in 2024 Q2.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 285,710 shares, equal to 1.47% of portfolio, with an estimated market value of $22.9M.

What does the chart on this NEE ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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