Baldwin Investment Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,481,938

+$1,988,907 QoQ

Shares Held

62,458

+66.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#763

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Utilities · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $10,109,418 across 5 Utilities - Regulated Electric names. NEE ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	62,458	$5,481,938
2	SO	Southern Co	33,202	$3,177,763
3	DUK	Duke Energy CORP	7,218	$913,654
4	EXC	Exelon Corp	6,450	$300,699
5	PEG	Public Service Enterprise Group Inc	2,900	$235,364

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,481,938	62,458	+66.1%	Shares	Sole	2026-07-28
2026-03-31	$3,493,031	37,608	-0.3%	Shares	Sole	2026-05-12
2025-12-31	$3,027,117	37,707	-1.2%	Shares	Sole	2026-02-13
2025-09-30	$2,881,151	38,166	+4.2%	Shares	Sole	2025-11-10
2025-06-30	$2,542,576	36,626	+1.1%	Shares	Sole	2025-08-11
2025-03-31	$2,568,061	36,226	+2.2%	Shares	Sole	2025-05-07
2024-12-31	$2,540,550	35,438	+0.2%	Shares	Sole	2025-02-14
2024-09-30	$2,988,727	35,357	+0.9%	Shares	Sole	2024-11-13
2024-06-30	$2,481,182	35,040	+2.0%	Shares	Sole	2024-07-30
2024-03-31	$2,194,669	34,340	-2.9%	Shares	Sole	2024-05-14
2023-12-31	$2,147,462	35,355	-23.1%	Shares	Sole	2024-02-13
2023-09-30	$2,632,647	45,953	+15.4%	Shares	Sole	2023-11-14
2023-06-30	$2,954,050	39,812	+12.3%	Shares	Sole	2023-08-01
2023-03-31	$2,731,483	35,437	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$2,949,993	35,287	+3.7%	Shares	Sole	2023-02-10
2022-09-30	$2,668,841	34,037	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$2,596,536	33,521	-6.3%	Shares	Sole	2022-08-02
2022-03-31	$3,030,584	35,776	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$3,292,433	35,266	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$2,782,748	35,440	-6.4%	Shares	Sole	2021-11-15
2021-06-30	$2,774,014	37,855	+5.7%	Shares	Sole	2021-08-16
2021-03-31	$2,706,838	35,800	+20.7%	Shares	Sole	2021-05-14
2020-12-31	$2,288,191	29,659	+486.8%	Shares	Sole	2021-02-16
2020-09-30	$1,402,788	5,054	+28.0%	Shares	Sole	2020-11-13
2020-06-30	$948,431	3,949	+1.3%	Shares	Sole	2020-07-27
2020-03-31	$938,177	3,899	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.