Barrett & Company’s NextEra Energy NEE Stock Holding History

Barrett & Company’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	$90.7K	Hold	976	–	–	0.03%	224
2025 Q4	$78.4K	Hold	976	–	–	0.03%	239
2025 Q3	$73.7K	Sell	976 -435	-31%	-$31.8K	0.03%	247
2025 Q2	$98K	Buy	1,411 +435	+45%	+$30.2K	0.04%	213
2025 Q1	$69.2K	Hold	976	–	–	0.03%	231
2024 Q4	$70K	Hold	976	–	–	0.03%	229
2024 Q3	$82.5K	Hold	976	–	–	0.04%	219
2024 Q2	$69.1K	Sell	976 -200	-17%	-$14.2K	0.03%	232
2024 Q1	$75.2K	Sell	1,176 -320	-21%	-$18.7K	0.04%	228
2023 Q4	$90.9K	Sell	1,496 -400	-21%	-$22.8K	0.05%	202
2023 Q3	$109K	Hold	1,896	–	–	0.06%	169
2023 Q2	$141K	Buy	1,896 +1,300	+218%	+$98.4K	0.08%	152
2023 Q1	$45.9K	Hold	596	–	–	0.03%	246
2022 Q4	$49.8K	Hold	596	–	–	0.03%	231
2022 Q3	$49.8K	Buy	+596	New	+$50.6K	0.03%	231

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

Barrett & Company's NEE Position: Q1 2026 in Review

Barrett & Company held its NextEra Energy (NEE) position steady in Q1 2026 at 976 shares worth $90.7K. The position accounts for 0.03% of the portfolio, ranked #224.

Barrett & Company first reported a position in NEE in Q3 2022 and has held it in 15 quarters since. The position peaked at $141K in Q2 2023. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Barrett & Company held 976 shares of NextEra Energy worth $90.7K as of Q1 2026.
Barrett & Company left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.03% of Barrett & Company's portfolio in Q1 2026, its #224 holding.
Barrett & Company first reported a position in NextEra Energy in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's NextEra Energy position peaked at $141K in Q2 2023.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.