Barnes Pettey Financial Advisors’s NextEra Energy NEE Stock Holding History

Barnes Pettey Financial Advisors’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	$2.39M	Hold	27,283	–	–	0.75%	33
2026 Q1	$2.53M	Sell	27,283 -134	-0.5%	-$11.9K	1.1%	25
2025 Q4	$2.2M	Hold	27,417	–	–	1.09%	22
2025 Q3	$2.07M	Buy	27,417 +21,200	+341%	+$1.55M	1.13%	23
2025 Q2	$432K	Buy	6,217 +65	+1%	+$4.51K	0.29%	62
2025 Q1	$436K	Hold	6,152	–	–	0.34%	57
2024 Q4	$441K	Hold	6,152	–	–	0.34%	52
2024 Q3	$520K	Hold	6,152	–	–	0.41%	48
2024 Q2	$436K	Hold	6,152	–	–	0.37%	51
2024 Q1	$393K	Sell	6,152 -280	-4%	-$16.4K	0.34%	56
2023 Q4	$391K	Sell	6,432 -5,652	-47%	-$322K	0.32%	60
2023 Q3	$692K	Hold	12,084	–	–	0.64%	37
2023 Q2	$897K	Buy	12,084 +2,752	+29%	+$208K	0.78%	31
2023 Q1	$719K	Sell	9,332 -849	-8%	-$65.3K	0.69%	37
2022 Q4	$851K	Buy	10,181 +169	+2%	+$13.7K	0.88%	32
2022 Q3	$785K	Sell	10,012 -2,880	-22%	-$244K	1.07%	26
2022 Q2	$999K	Hold	12,892	–	–	1.29%	21
2022 Q1	$1.09M	Hold	12,892	–	–	1.32%	21
2021 Q4	$1.2M	Buy	+12,892	New	+$1.11M	1.38%	16

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

Barnes Pettey Financial Advisors's NEE Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 27,283 shares worth $2.39M. The position accounts for 0.75% of the portfolio, ranked #33.

Barnes Pettey Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Barnes Pettey Financial Advisors held 27,283 shares of NextEra Energy worth $2.39M as of Q2 2026.
Barnes Pettey Financial Advisors left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.75% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #33 holding.
Barnes Pettey Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Barnes Pettey Financial Advisors's NextEra Energy position peaked at $2.53M in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.