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Baron Silver Stevens Financial Advisors, LLC

SEC CIK
0001851395
Latest filing
Jul 31, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Baron Silver Stevens Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
14,599
Value
$1.28M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Baron Silver Stevens Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,599$1.28M0.2%+589+4.2%AddedHolders
Q1 202614,010$1.30M0.2%−296−2.1%ReducedHolders
Q4 202514,306$1.15M0.2%+191+1.4%AddedHolders
Q3 202514,115$1.07M0.2%−986−6.5%ReducedHolders
Q2 202515,101$1.05M0.2%+946+6.7%AddedHolders
Q1 202514,155$1.00M0.2%+140+1.0%AddedHolders
Q4 202414,015$1.00M0.2%−66−0.5%ReducedHolders
Q3 202414,081$1.19M0.2%−200−1.4%ReducedHolders
Q2 202414,281$1.01M0.2%−6,045−29.7%ReducedHolders
Q1 202420,326$1.30M0.3%+305+1.5%AddedHolders
Q4 202320,021$1.22M0.3%−4,879−19.6%ReducedHolders
Q3 202324,900$1.43M0.3%−2,002−7.4%ReducedHolders
Q2 202326,902$2.00M0.4%+1,060+4.1%AddedHolders
Q1 202325,842$1.99M0.5%−580−2.2%ReducedHolders
Q4 202226,422$2.21M0.5%+9,108+52.6%AddedHolders
Q3 202217,314$1.00K<0.1%−9,616−35.7%ReducedHolders
Q2 202226,930$2.09M0.5%+983+3.8%AddedHolders
Q1 202225,947$2.20M0.5%−3,031−10.5%ReducedHolders
Q4 202128,978$2.71M0.6%+180+0.6%AddedHolders
Q3 202128,798$2.26M0.6%+702+2.5%AddedHolders
Q2 202128,096$2.06M0.6%−255−0.9%ReducedHolders
Q1 202128,351$2.14M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.