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Beaird Harris Wealth Management’s NextEra Energy NEE Stock Holding History

Beaird Harris 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 		$131K Buy
1,494
+22
+1% +$1.99K 0.01% 183
2026
Q1 		$137K Hold
1,472
– – 0.01% 158
2025
Q4 		$118K Sell
1,472
-164
-10% -$13.6K 0.01% 175
2025
Q3 		$124K Buy
1,636
+55
+3% +$4.02K 0.01% 166
2025
Q2 		$110K Buy
1,581
+109
+7% +$7.57K 0.01% 175
2025
Q1 		$104K Hold
1,472
– – 0.01% 164
2024
Q4 		$106K Buy
1,472
+280
+23% +$21.8K 0.01% 169
2024
Q3 		$101K Sell
1,192
-1,256
-51% -$98K 0.01% 177
2024
Q2 		$173K Sell
2,448
-96
-4% -$6.81K 0.02% 131
2024
Q1 		$163K Buy
2,544
+1,256
+98% +$73.6K 0.02% 128
2023
Q4 		$78.2K Buy
1,288
+32
+3% +$1.82K 0.01% 158
2023
Q3 		$72K Hold
1,256
– – 0.01% 143
2023
Q2 		$93.2K Hold
1,256
– – 0.01% 134
2023
Q1 		$96.8K Sell
1,256
-247
-16% -$19K 0.02% 130
2022
Q4 		$126K Buy
1,503
+247
+20% +$20K 0.02% 118
2022
Q3 		$98K Buy
+1,256
New +$107K 0.02% 115
2022
Q2 		– Sell
-1,256
Closed -$106K – 531
2022
Q1 		$106K Hold
1,256
– – 0.04% 126
2021
Q4 		$117K Buy
+1,256
New +$109K 0.04% 151

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

Beaird Harris Wealth Management's NEE Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its NextEra Energy (NEE) stake by 1.5% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,494 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #183.

Beaird Harris Wealth Management first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $173K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Beaird Harris Wealth Management held 1,494 shares of NextEra Energy worth $131K as of Q2 2026.
  • Beaird Harris Wealth Management bought 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
  • NextEra Energy made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Beaird Harris Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's NextEra Energy position peaked at $173K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.