BALDWIN WEALTH PARTNERS LLC/MA

Position in NEE — Nextera Energy Inc

CIK 1021258 Marion, MA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$22,275,762

-$1,374,643 QoQ

Shares Held

253,797

-0.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#382

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $23,550,586 across 3 Utilities - Regulated Electric names. NEE ranks #1 (94.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	253,797	$22,275,762
2	SO	Southern Co	7,166	$685,857
3	AEP	American Electric Power Co Inc	4,305	$588,967

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,275,762	253,797	-0.3%	Shares	Sole	2026-07-14
2026-03-31	$23,650,405	254,634	-10.9%	Shares	Sole	2026-04-14
2025-12-31	$22,936,798	285,710	-0.6%	Shares	Sole	2026-01-07
2025-09-30	$21,705,866	287,533	-1.9%	Shares	Sole	2025-10-14
2025-06-30	$20,352,555	293,180	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$20,884,761	294,608	+1.1%	Shares	Sole	2025-04-14
2024-12-31	$20,898,638	291,514	+4.1%	Shares	Sole	2025-01-22
2024-09-30	$23,665,018	279,960	-16.6%	Shares	Sole	2024-10-16
2024-06-30	$23,780,263	335,832	-3.4%	Shares	Sole	2024-07-12
2024-03-31	$22,227,770	347,798	-2.2%	Shares	Sole	2024-04-12
2023-12-31	$21,600,783	355,627	+21.8%	Shares	Sole	2024-01-08
2023-09-30	$16,726,846	291,968	-1.6%	Shares	Sole	2023-10-10
2023-06-30	$22,005,865	296,575	+0.1%	Shares	Sole	2023-07-14
2023-03-31	$22,828,937	296,172	-0.0%	Shares	Sole	2023-04-21
2022-12-31	$24,764,577	296,227	+0.0%	Shares	Sole	2023-01-27
2022-09-30	$23,222,767	296,171	-1.6%	Shares	Sole	2022-10-14
2022-06-30	$23,313,910	300,980	-1.1%	Shares	Other	2022-07-18
2022-03-31	$25,766,833	304,177	+3.6%	Shares	Other	2022-04-13
2021-12-31	$27,404,240	293,533	+3.8%	Shares	Other	2022-01-14
2021-09-30	$22,203,414	282,774	-0.7%	Shares	Other	2021-10-27
2021-06-30	$20,867,285	284,761	+3.3%	Shares	Other	2021-07-30
2021-03-31	$20,836,981	275,585	+31.0%	Shares	Other	2021-04-08
2020-12-31	$16,228,656	210,352	+292.1%	Shares	Other	2021-01-12
2020-09-30	$14,891,093	53,650	-1.9%	Shares	Other	2020-10-16
2020-06-30	$13,130,813	54,673	-3.4%	Shares	Other	2020-07-21
2020-03-31	$13,620,534	56,606	—	Shares	Other	2020-04-15
No filing history on record for this holder in this stock.