Barnes Dennig Private Wealth Management’s NextEra Energy NEE Stock Holding History

Barnes Dennig Private Wealth Management’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	–	Sell	-240	Closed	-$22.3K	–	386
2026 Q1	$22.3K	Buy	+240	New	+$21.3K	0.02%	198
2025 Q4	–	Sell	-700	Closed	-$52.8K	–	337
2025 Q3	$52.8K	Sell	700 -1,879	-73%	-$137K	0.06%	138
2025 Q2	$179K	Buy	2,579 +1,879	+268%	+$131K	0.21%	60
2025 Q1	$49.6K	Buy	+700	New	+$49.4K	0.08%	72

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 $3.38T AUM 44.17% 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

Barnes Dennig Private Wealth Management's NEE Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 240 shares — an estimated $22.3K sold.

Barnes Dennig Private Wealth Management first reported a position in NEE in Q1 2025 and held it in 4 quarters. The position peaked at $179K in Q2 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Barnes Dennig Private Wealth Management reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Barnes Dennig Private Wealth Management sold 240 NextEra Energy shares in Q2 2026, an estimated $22.3K.
Barnes Dennig Private Wealth Management first reported a position in NextEra Energy in Q1 2025 and held it in 4 quarters.
Barnes Dennig Private Wealth Management's NextEra Energy position peaked at $179K in Q2 2025.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.