BAKER TILLY WEALTH MANAGEMENT, LLC

Position in NEE — Nextera Energy Inc

CIK 1840565 MADISON, WI

Position in NEE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$296,662

+$39,478 QoQ

Shares Held

3,380

+22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,426

of 3,000 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $842,791 across 3 Utilities - Regulated Electric names. NEE ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	3,380	$296,662
2	AEP	American Electric Power Co Inc	2,064	$282,375
3	PCG	PG&E Corp	15,681	$263,754

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,662	3,380	+22.1%	Shares	Sole	2026-07-17
2026-03-31	$257,184	2,769	-41.2%	Shares	Sole	2026-04-10
2025-12-31	$377,877	4,707	-52.7%	Shares	Sole	2026-01-08
2023-06-30	$738,512	9,953	-5.8%	Shares	Sole	2023-07-20
2023-03-31	$814,041	10,561	+2.0%	Shares	Sole	2023-04-12
2022-12-31	$865,176	10,349	-19.0%	Shares	Sole	2023-01-26
2022-09-30	$1,002,393	12,784	-22.4%	Shares	Sole	2022-10-20
2022-06-30	$1,276,153	16,475	-36.2%	Shares	Sole	2022-07-28
2022-03-31	$2,186,195	25,808	-2.2%	Shares	Sole	2022-04-27
2021-12-31	$2,463,490	26,387	+25.4%	Shares	Sole	2022-02-08
2021-09-30	$1,651,982	21,039	+0.9%	Shares	Sole	2021-11-02
2021-06-30	$1,527,814	20,849	+14.0%	Shares	Sole	2021-07-30
2021-03-31	$1,382,453	18,284	+70.7%	Shares	Sole	2021-04-28
2020-12-31	$826,276	10,710	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.