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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barnes Pettey Financial Advisors's NEE Position: Q1 2026 in Review

Barnes Pettey Financial Advisors reduced its NextEra Energy (NEE) stake by 0.49% in Q1 2026, selling an estimated $11.9K and leaving 27,283 shares worth $2.53M. The position accounts for 1.1% of the portfolio, ranked #25.

Barnes Pettey Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Barnes Pettey Financial Advisors held 27,283 shares of NextEra Energy worth $2.53M as of Q1 2026.
Barnes Pettey Financial Advisors sold 134 NextEra Energy shares in Q1 2026, an estimated $11.9K.
NextEra Energy made up 1.1% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #25 holding.
Barnes Pettey Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.