Bar Harbor Wealth Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.2M | Buy |
36,472
+3,565
| +11% | +$322K | 0.17% | 109 |
|
|
2026
Q1 | $3.06M | Sell |
32,907
-608
| -2% | -$54.1K | 0.18% | 109 |
|
|
2025
Q4 | $2.69M | Sell |
33,515
-1,836
| -5% | -$152K | 0.16% | 116 |
|
|
2025
Q3 | $2.67M | Sell |
35,351
-8,006
| -18% | -$585K | 0.16% | 114 |
|
|
2025
Q2 | $3.01M | Sell |
43,357
-18,089
| -29% | -$1.26M | 0.19% | 105 |
|
|
2025
Q1 | $4.36M | Sell |
61,446
-44,202
| -42% | -$3.12M | 0.29% | 83 |
|
|
2024
Q4 | $7.57M | Buy |
105,648
+3,241
| +3% | +$252K | 0.5% | 57 |
|
|
2024
Q3 | $8.66M | Sell |
102,407
-4,517
| -4% | -$353K | 0.55% | 52 |
|
|
2024
Q2 | $7.57M | Buy |
106,924
+4,463
| +4% | +$317K | 0.5% | 56 |
|
|
2024
Q1 | $6.55M | Sell |
102,461
-1,129
| -1% | -$66.1K | 0.44% | 60 |
|
|
2023
Q4 | $6.29M | Sell |
103,590
-6,682
| -6% | -$381K | 0.47% | 56 |
|
|
2023
Q3 | $6.32M | Sell |
110,272
-2,081
| -2% | -$144K | 0.5% | 60 |
|
|
2023
Q2 | $8.34M | Sell |
112,353
-6,785
| -6% | -$514K | 0.64% | 46 |
|
|
2023
Q1 | $9.18M | Sell |
119,138
-2,696
| -2% | -$207K | 0.73% | 44 |
|
|
2022
Q4 | $10.2M | Buy |
121,834
+212
| +0.2% | +$17.1K | 0.81% | 37 |
|
|
2022
Q3 | $9.54M | Sell |
121,622
-567
| -0.5% | -$48.1K | 0.82% | 37 |
|
|
2022
Q2 | $9.46M | Buy |
122,189
+15,879
| +15% | +$1.21M | 0.76% | 41 |
|
|
2022
Q1 | $9.01M | Sell |
106,310
-15,376
| -13% | -$1.23M | 0.81% | 38 |
|
|
2021
Q4 | $11.4M | Sell |
121,686
-561
| -0.5% | -$48.5K | 0.96% | 31 |
|
|
2021
Q3 | $9.6M | Sell |
122,247
-450
| -0.4% | -$36.3K | 0.9% | 33 |
|
|
2021
Q2 | $8.99M | Sell |
122,697
-1,910
| -2% | -$143K | 0.84% | 40 |
|
|
2021
Q1 | $9.42M | Sell |
124,607
-1,871
| -1% | -$146K | 0.92% | 36 |
|
|
2020
Q4 | $9.76M | Buy |
126,478
+1,630
| +1% | +$122K | 0.98% | 31 |
|
|
2020
Q3 | $8.66M | Sell |
124,848
-2,620
| -2% | -$181K | 0.96% | 30 |
|
|
2020
Q2 | $7.65M | Buy |
127,468
+8,340
| +7% | +$499K | 0.88% | 39 |
|
|
2020
Q1 | $7.17M | Buy |
119,128
+17,484
| +17% | +$1.1M | 0.97% | 34 |
|
|
2019
Q4 | $6.15M | Buy |
101,644
+32,124
| +46% | +$1.88M | 0.67% | 43 |
|
|
2019
Q3 | $4.05M | Buy |
69,520
+288
| +0.4% | +$15.6K | 0.47% | 58 |
|
|
2019
Q2 | $3.55M | Buy |
69,232
+720
| +1% | +$35.4K | 0.41% | 63 |
|
|
2019
Q1 | $3.31M | Sell |
68,512
-860
| -1% | -$39.3K | 0.4% | 66 |
|
|
2018
Q4 | $3.02M | Sell |
69,372
-2,532
| -4% | -$111K | 0.4% | 59 |
|
|
2018
Q3 | $3.01M | Buy |
71,904
+92
| +0.1% | +$3.92K | 0.34% | 71 |
|
|
2018
Q2 | $3M | Sell |
71,812
-4,668
| -6% | -$189K | 0.36% | 65 |
|
|
2018
Q1 | $3.12M | Sell |
76,480
-8,108
| -10% | -$313K | 0.38% | 66 |
|
|
2017
Q4 | $3.3M | Sell |
84,588
-1,248
| -1% | -$48.2K | 0.38% | 59 |
|
|
2017
Q3 | $3.15M | Sell |
85,836
-1,796
| -2% | -$65.8K | 0.38% | 58 |
|
|
2017
Q2 | $3.07M | Sell |
87,632
-7,848
| -8% | -$268K | 0.37% | 61 |
|
|
2017
Q1 | $3.06M | Sell |
95,480
-45,348
| -32% | -$1.43M | 0.36% | 60 |
|
|
2016
Q4 | $4.21M | Sell |
140,828
-524
| -0.4% | -$15.7K | 0.46% | 46 |
|
|
2016
Q3 | $4.32M | Sell |
141,352
-2,112
| -1% | -$66.5K | 0.49% | 46 |
|
|
2016
Q2 | $4.68M | Sell |
143,464
-2,832
| -2% | -$85K | 0.54% | 44 |
|
|
2016
Q1 | $4.33M | Buy |
146,296
+6,248
| +4% | +$175K | 0.53% | 45 |
|
|
2015
Q4 | $3.64M | Sell |
140,048
-1,768
| -1% | -$44.7K | 0.46% | 52 |
|
|
2015
Q3 | $3.46M | Sell |
141,816
-3,312
| -2% | -$84.2K | 0.46% | 55 |
|
|
2015
Q2 | $3.56M | Sell |
145,128
-420
| -0.3% | -$10.7K | 0.43% | 59 |
|
|
2015
Q1 | $3.79M | Buy |
145,548
+4,396
| +3% | +$116K | 0.46% | 59 |
|
|
2014
Q4 | $3.75M | Sell |
141,152
-3,972
| -3% | -$100K | 0.47% | 58 |
|
|
2014
Q3 | $3.41M | Sell |
145,124
-9,504
| -6% | -$229K | 0.44% | 60 |
|
|
2014
Q2 | $3.96M | Sell |
154,628
-4,116
| -3% | -$100K | 0.5% | 55 |
|
|
2014
Q1 | $3.79M | Sell |
158,744
-896
| -0.6% | -$20.3K | 0.49% | 56 |
|
|
2013
Q4 | $3.42M | Sell |
159,640
-3,184
| -2% | -$67.1K | 0.44% | 61 |
|
|
2013
Q3 | $3.26M | Sell |
162,824
-6,428
| -4% | -$133K | 0.46% | 59 |
|
|
2013
Q2 | $3.45M | Buy |
+169,252
| New | +$3.36M | 0.5% | 56 |
|
Other funds holding NEE
COPPSERS
DC
Bar Harbor Wealth Management's NEE Position: Q2 2026 in Review
Bar Harbor Wealth Management increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $322K and bringing the position to 36,472 shares worth $3.2M. The position accounts for 0.17% of the portfolio, ranked #109.
Bar Harbor Wealth Management first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.4M in Q4 2021. 1,446 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Bar Harbor Wealth Management held 36,472 shares of NextEra Energy worth $3.2M as of Q2 2026.
- Bar Harbor Wealth Management bought 3,565 NextEra Energy shares in Q2 2026, an estimated $322K.
- NextEra Energy made up 0.17% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #109 holding.
- Bar Harbor Wealth Management first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
- Bar Harbor Wealth Management's NextEra Energy position peaked at $11.4M in Q4 2021.
- 1,446 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.