BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1851395 Boca Raton, FL

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,281,354

-$19,894 QoQ

Shares Held

14,599

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#1,459

of 2,988 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $3,294,790 across 5 Utilities - Regulated Electric names. NEE ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	14,599	$1,281,354
2	SO	Southern Co	8,372	$801,284
3	DUK	Duke Energy CORP	3,875	$490,497
4	ED	Consolidated Edison Inc	3,967	$438,869
5	AEP	American Electric Power Co Inc	2,067	$282,786

All Filings in NEE

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,281,354	14,599	+4.2%	Shares	Sole	2026-07-31
2026-03-31	$1,301,248	14,010	-2.1%	Shares	Sole	2026-05-13
2025-12-31	$1,148,485	14,306	+1.4%	Shares	Sole	2026-02-06
2025-09-30	$1,065,541	14,115	-6.5%	Shares	Sole	2025-10-28
2025-06-30	$1,048,311	15,101	+6.7%	Shares	Sole	2025-07-17
2025-03-31	$1,003,447	14,155	+1.0%	Shares	Sole	2025-05-07
2024-12-31	$1,004,735	14,015	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$1,190,266	14,081	-1.4%	Shares	Sole	2024-10-28
2024-06-30	$1,011,237	14,281	-29.7%	Shares	Sole	2024-07-18
2024-03-31	$1,299,034	20,326	+1.5%	Shares	Sole	2024-05-02
2023-12-31	$1,216,075	20,021	-19.6%	Shares	Sole	2024-02-07
2023-09-30	$1,426,521	24,900	-7.4%	Shares	Sole	2023-10-31
2023-06-30	$1,996,128	26,902	+4.1%	Shares	Sole	2023-07-24
2023-03-31	$1,991,901	25,842	-2.2%	Shares	Sole	2023-04-18
2022-12-31	$2,208,879	26,422	+52.6%	Shares	Sole	2023-01-30
2022-09-30	$1,000	17,314	-35.7%	Shares	Sole	2022-11-02
2022-06-30	$2,085,997	26,930	+3.8%	Shares	Sole	2022-07-26
2022-03-31	$2,197,970	25,947	-10.5%	Shares	Sole	2022-05-03
2021-12-31	$2,705,386	28,978	+0.6%	Shares	Sole	2022-01-31
2021-09-30	$2,261,218	28,798	+2.5%	Shares	Sole	2021-11-12
2021-06-30	$2,058,874	28,096	-0.9%	Shares	Sole	2021-07-27
2021-03-31	$2,143,619	28,351	+5.9%	Shares	Sole	2021-04-27
2020-12-31	$2,064,611	26,761	—	Shares	Sole	2021-03-19
No filing history on record for this holder in this stock.