SEC 13F Intelligence

Weaver C. Barksdale & Associates, Inc. / NEE

Weaver C. Barksdale & Associates, Inc.’s Nextera Energy Inc Position

Does Weaver C. Barksdale & Associates, Inc. own Nextera Energy Inc (NEE)? Yes24.5K shares worth $2M (+2.17% of its 13F portfolio) as of Q1 2026, up from 23.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
24.5K
% of Portfolio
+2.17%
Quarters Held
9
currently held

Position History NEE

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.5K$2M+2.17%
Q4 202523.1K$2M+1.95%
Q3 202526.0K$2M+1.89%
Q2 202527.6K$2M+1.84%
Q1 202527.9K$2M+1.89%
Q4 202428.5K$2M+1.96%
Q3 202429.2K$2M+2.23%
Q2 202430.4K$2M+2.04%
Q1 202430.9K$2M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Weaver C. Barksdale & Associates, Inc.’s full portfolio or all institutional holders of NEE.