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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Barlow Wealth Partners's NEE Position: Q2 2026 in Review

Barlow Wealth Partners held its NextEra Energy (NEE) position steady in Q2 2026 at 7,632 shares worth $667K. The position accounts for 0.07% of the portfolio, ranked #75.

Barlow Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $909K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Barlow Wealth Partners held 7,632 shares of NextEra Energy worth $667K as of Q2 2026.
Barlow Wealth Partners left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Barlow Wealth Partners's portfolio in Q2 2026, its #75 holding.
Barlow Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's NextEra Energy position peaked at $909K in Q3 2024.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.