Baron Wealth Management LLC

Position in NEE — Nextera Energy Inc

CIK 1968507 TROY, MI

Position in NEE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$419,628

-$86,382 QoQ

Shares Held

4,781

-12.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,206

of 2,997 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,775,799 across 5 Utilities - Regulated Electric names. NEE ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,507	$443,916
2	NEE	Nextera Energy Inc This page	4,781	$419,628
3	ETR	Entergy Corp /De/	3,056	$351,012
4	ES	Eversource Energy	4,173	$301,582
5	SO	Southern Co	2,713	$259,661

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,628	4,781	-12.2%	Shares	Sole	2026-07-07
2026-03-31	$506,010	5,448	-3.4%	Shares	Sole	2026-04-16
2025-12-31	$452,939	5,642	-0.1%	Shares	Sole	2026-01-14
2025-09-30	$426,141	5,645	-2.7%	Shares	Sole	2025-10-20
2025-06-30	$402,566	5,799	+3.8%	Shares	Sole	2025-07-09
2025-03-31	$396,204	5,589	-3.2%	Shares	Sole	2025-05-14
2024-12-31	$413,866	5,773	-6.4%	Shares	Sole	2025-01-23
2024-09-30	$521,296	6,167	-4.1%	Shares	Sole	2024-11-07
2024-06-30	$455,520	6,433	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$404,614	6,331	+14.3%	Shares	Sole	2024-05-08
2023-12-31	$336,378	5,538	-33.0%	Shares	Sole	2024-01-04
2023-09-30	$473,845	8,271	-0.4%	Shares	Sole	2023-11-01
2023-06-30	$616,231	8,305	+10.3%	Shares	Sole	2023-08-08
2023-03-31	$580,258	7,528	+0.4%	Shares	Sole	2023-06-06
2022-12-31	$626,582	7,495	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.