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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Barnes Wealth Management Group opened a new position in NextEra Energy (NEE) in Q2 2026: 2,348 shares worth $206K. The stake represents 0.1% of the portfolio and ranks #188 among its holdings. This is a return to the name: Barnes Wealth Management Group previously reported a position in NEE as recently as Q1 2025.

Barnes Wealth Management Group first reported a position in NEE in Q1 2025 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Barnes Wealth Management Group held 2,348 shares of NextEra Energy worth $206K as of Q2 2026.
  • NextEra Energy was a new Barnes Wealth Management Group position in Q2 2026.
  • NextEra Energy made up 0.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #188 holding.
  • Barnes Wealth Management Group first reported a position in NextEra Energy in Q1 2025 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.