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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
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. 3,030 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.
  • 3,030 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.