BHWM
NEE icon

Bay Harbor Wealth Management’s NextEra Energy NEE Stock Holding History

Bay Harbor Wealth Management’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 		$19.4K Buy
221
+35
+19% +$3.17K ﹤0.01% 199
2026
Q1 		$17.3K Buy
186
+59
+46% +$5.25K ﹤0.01% 164
2025
Q4 		$10.2K Buy
127
+46
+57% +$3.81K ﹤0.01% 180
2025
Q3 		$6.11K Buy
81
+30
+59% +$2.19K ﹤0.01% 178
2025
Q2 		$3.54K Buy
51
+16
+46% +$1.11K ﹤0.01% 208
2025
Q1 		$2.48K Sell
35
-875
-96% -$61.8K ﹤0.01% 179
2024
Q4 		$65.2K Buy
910
+22
+2% +$1.71K 0.02% 92
2024
Q3 		$75.1K Sell
888
-33
-4% -$2.58K 0.02% 85
2024
Q2 		$65.2K Sell
921
-3
-0.3% -$213 0.02% 92
2024
Q1 		$59.1K Sell
924
-6
-0.6% -$351 0.02% 101
2023
Q4 		$56.5K Buy
930
+172
+23% +$9.8K 0.02% 97
2023
Q3 		$43.4K Buy
758
+16
+2% +$1.11K 0.02% 102
2023
Q2 		$55.1K Sell
742
-56
-7% -$4.24K 0.02% 92
2023
Q1 		$61.5K Hold
798
– – 0.03% 85
2022
Q4 		$67K Sell
798
-2
-0.3% -$162 0.03% 84
2022
Q3 		$63K Hold
800
– – 0.03% 80
2022
Q2 		$62K Hold
800
– – 0.03% 90
2022
Q1 		$68K Hold
800
– – 0.03% 96
2021
Q4 		$61K Buy
800
+30
+4% +$2.59K 0.02% 104
2021
Q3 		$60K Sell
770
-4
-0.5% -$323 0.03% 116
2021
Q2 		$57K Buy
774
+8
+1% +$600 0.02% 125
2021
Q1 		$58K Buy
766
+18
+2% +$1.41K 0.03% 134
2020
Q4 		$58K Sell
748
-108
-13% -$8.08K 0.03% 147
2020
Q3 		$59K Buy
856
+28
+3% +$1.93K 0.03% 142
2020
Q2 		$50K Buy
828
+112
+16% +$6.7K 0.03% 146
2020
Q1 		$43K Buy
716
+144
+25% +$9.05K 0.03% 142
2019
Q4 		$35K Buy
572
+540
+1,688% +$31.5K 0.02% 179
2019
Q3 		$2K Hold
32
– – ﹤0.01% 305
2019
Q2 		$2K Sell
32
-192
-86% -$9.45K ﹤0.01% 302
2019
Q1 		$11K Buy
224
+32
+17% +$1.46K 0.01% 265
2018
Q4 		$8K Buy
+192
New +$8.4K 0.01% 267

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Bay Harbor Wealth Management's NEE Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $3.17K and bringing the position to 221 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Bay Harbor Wealth Management first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $75.1K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Bay Harbor Wealth Management held 221 shares of NextEra Energy worth $19.4K as of Q2 2026.
  • Bay Harbor Wealth Management bought 35 NextEra Energy shares in Q2 2026, an estimated $3.17K.
  • NextEra Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Bay Harbor Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Bay Harbor Wealth Management's NextEra Energy position peaked at $75.1K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.