Barlow Wealth Partners’s NextEra Energy NEE Stock Holding History

Barlow Wealth Partners’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 Q3	$594K	Hold	7,632	–	–	0.06%	81
2026 Q2	$667K	Hold	7,632	–	–	0.07%	75
2026 Q1	$702K	Hold	7,632	–	–	0.08%	72
2025 Q4	$610K	Buy	7,632 +240	+3%	+$19.9K	0.07%	77
2025 Q3	$612K	Sell	7,392 -1,000	-12%	-$73.1K	0.07%	75
2025 Q2	$613K	Hold	8,392	–	–	0.07%	74
2025 Q1	$555K	Hold	8,392	–	–	0.07%	77
2024 Q4	$581K	Sell	8,392 -2,928	-26%	-$227K	0.07%	77
2024 Q3	$909K	Hold	11,320	–	–	0.12%	67
2024 Q2	$854K	Hold	11,320	–	–	0.12%	68
2024 Q1	$714K	Buy	11,320 +900	+9%	+$52.7K	0.1%	74
2023 Q4	$633K	Buy	+10,420	New	+$594K	0.09%	78

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barlow Wealth Partners's NEE Position: Q3 2026 in Review

Barlow Wealth Partners held its NextEra Energy (NEE) position steady in Q3 2026 at 7,632 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #81.

Barlow Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $909K in Q3 2024. 1,759 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Barlow Wealth Partners held 7,632 shares of NextEra Energy worth $594K as of Q3 2026.
Barlow Wealth Partners left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.06% of Barlow Wealth Partners's portfolio in Q3 2026, its #81 holding.
Barlow Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's NextEra Energy position peaked at $909K in Q3 2024.
1,759 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.