Barnes Wealth Management Group, Inc

Position in NEE — Nextera Energy Inc

CIK 2066194 Bakersfield, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$206,083

+$4,472 QoQ

Shares Held

2,348

-17.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#2,714

of 3,000 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Barnes Wealth Management Group, Inc holds $1,351,178 across 5 Utilities - Regulated Electric names. NEE ranks #5 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	2,632	$333,158
2	AEP	American Electric Power Co Inc	2,015	$275,672
3	ED	Consolidated Edison Inc	2,488	$275,247
4	EVRG	Evergy, Inc.	3,020	$261,018
5	NEE	Nextera Energy Inc This page	2,348	$206,083

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,083	2,348	-17.4%	Shares	Sole	2026-07-24
2025-03-31	$201,611	2,844	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.