Baker Avenue Asset Management, LP
Position in NEE — Nextera Energy Inc
CIK 1432529
SAN FRANCISCO, CA
Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,763,776
+$3,153,947 QoQ
Shares Held
145,423
+40.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#500
of 2,993 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Sep 30, 2023CallValue
$286,450
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. NEE ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
145,423 | $12,763,776 | |
| 2 | ED |
Consolidated Edison Inc
|
12,083 | $1,336,742 | |
| 3 | ES |
Eversource Energy
|
12,643 | $913,709 | |
| 4 | SO |
Southern Co
|
8,902 | $852,010 | |
| 5 | EIX |
Edison International
|
9,856 | $733,779 | |
| 6 | DUK |
Duke Energy CORP
|
5,744 | $727,075 | |
| 7 | PCG |
PG&E Corp
|
41,595 | $699,627 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,999 | $568,038 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,763,776 | 145,423 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,609,829 | 103,465 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,676,582 | 108,079 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,165,375 | 108,165 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,047,374 | 115,923 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,991,075 | 112,725 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,085,628 | 112,786 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,341,609 | 75,022 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,953,768 | 41,714 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,688,693 | 42,070 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,527,269 | 41,608 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,337,317 | 40,798 | Shares | Sole | 2023-11-15 | |
| 2023-09-30 | $286,450 | 5,000 | Call | Sole | 2023-11-15 | |
| 2023-06-30 | $3,003,764 | 40,482 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,188,496 | 15,419 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,302,738 | 15,583 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||