BARNES PETTEY FINANCIAL ADVISORS, LLC

Position in NEE — Nextera Energy Inc

CIK 1908288 CLARKSDALE, MS

Position in NEE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,394,628

-$139,417 QoQ

Shares Held

27,283

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.36%

of 13F equity value

Holder Rank

#1,095

of 2,993 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BARNES PETTEY FINANCIAL ADVISORS, LLC holds $3,037,328 across 3 Utilities - Regulated Electric names. NEE ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	27,283	$2,394,628
2	AEP	American Electric Power Co Inc	3,188	$436,150
3	CMS	Cms Energy Corp	2,700	$206,550

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,394,628	27,283	0.0%	Shares	Sole	2026-07-28
2026-03-31	$2,534,045	27,283	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$2,201,036	27,417	0.0%	Shares	Sole	2026-01-30
2025-09-30	$2,069,709	27,417	+341.0%	Shares	Sole	2025-11-12
2025-06-30	$431,584	6,217	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$436,115	6,152	0.0%	Shares	Sole	2025-04-24
2024-12-31	$441,036	6,152	0.0%	Shares	Sole	2025-01-23
2024-09-30	$520,028	6,152	0.0%	Shares	Sole	2024-10-24
2024-06-30	$435,623	6,152	0.0%	Shares	Sole	2024-07-18
2024-03-31	$393,174	6,152	-4.4%	Shares	Sole	2024-05-06
2023-12-31	$390,679	6,432	-46.8%	Shares	Sole	2024-02-09
2023-09-30	$692,292	12,084	0.0%	Shares	Sole	2023-11-01
2023-06-30	$896,632	12,084	+29.5%	Shares	Sole	2023-08-02
2023-03-31	$719,310	9,332	-8.3%	Shares	Sole	2023-05-11
2022-12-31	$851,131	10,181	+1.7%	Shares	Sole	2023-02-22
2022-09-30	$785,040	10,012	-22.3%	Shares	Sole	2022-11-02
2022-06-30	$998,614	12,892	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,092,081	12,892	0.0%	Shares	Sole	2022-04-27
2021-12-31	$1,203,597	12,892	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.