Bare Financial Services’s NextEra Energy NEE Stock Holding History

Bare Financial Services’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.6K	Buy	280 +106	+61%	+$9.59K	0.01%	197
2026 Q1	$16.2K	Buy	174 +42	+32%	+$3.73K	﹤0.01%	166
2025 Q4	$10.6K	Buy	132 +6	+5%	+$497	﹤0.01%	228
2025 Q3	$9.51K	Buy	126 +13	+12%	+$950	﹤0.01%	252
2025 Q2	$7.84K	Buy	113 +104	+1,156%	+$7.22K	﹤0.01%	253
2025 Q1	$638	Buy	+9	New	+$635	﹤0.01%	680

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bare Financial Services's NEE Position: Q2 2026 in Review

Bare Financial Services increased its NextEra Energy (NEE) stake by 61% in Q2 2026, buying an estimated $9.59K and bringing the position to 280 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #197.

Bare Financial Services first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Bare Financial Services held 280 shares of NextEra Energy worth $24.6K as of Q2 2026.
Bare Financial Services bought 106 NextEra Energy shares in Q2 2026, an estimated $9.59K.
NextEra Energy made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #197 holding.
Bare Financial Services first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.