Barnes Wealth Management Group
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Barnes Wealth Management Group’s NextEra Energy NEE Stock Holding History

Barnes Wealth Management Group’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
Q3 		– Sell
-2,348
Closed -$206K – 209
2026
Q2 		$206K Buy
+2,348
New +$212K 0.1% 188
2025
Q2 		– Sell
-2,844
Closed -$202K – 172
2025
Q1 		$202K Buy
+2,844
New +$201K 0.13% 157

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barnes Wealth Management Group's NEE Position: Q3 2026 in Review

Barnes Wealth Management Group sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,348 shares — an estimated $206K sold.

Barnes Wealth Management Group first reported a position in NEE in Q1 2025 and held it in 2 quarters. The position peaked at $206K in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Barnes Wealth Management Group reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • Barnes Wealth Management Group sold 2,348 NextEra Energy shares in Q3 2026, an estimated $206K.
  • Barnes Wealth Management Group first reported a position in NextEra Energy in Q1 2025 and held it in 2 quarters.
  • Barnes Wealth Management Group's NextEra Energy position peaked at $206K in Q2 2026.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.