BlackBarn Capital Partners LP: NEXTERA ENERGY (NEE): Quarterly 13F Position History
As of Q1 2026, BlackBarn Capital Partners LP reported 335,000 shares of NEXTERA ENERGY (NEE), worth $31.1M and representing 9.4% of its 13F equity book. The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 335,000Shares Held (Latest Filing)
- $31.1MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$4.2MQuarter-over-Quarter Value Change
- 335,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 335,000 | 0 | — | $31.1M | 9.4% | $92.9 |
| Q4 2025 | 335,000 | +65,000 | +24.1% | $26.9M | 9.6% | $80.3 |
| Q3 2025 | 270,000 | +20,000 | +8.0% | $20.4M | 6.7% | $75.5 |
| Q2 2025 | 250,000 | — | — | $17.4M | 5.8% | $69.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did BlackBarn Capital Partners LP first disclose a NEE position in 13F-HR filings?
BlackBarn Capital Partners LP first reported NEXTERA ENERGY (NEE) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was BlackBarn Capital Partners LP's most recent quarter-over-quarter share-count change in NEE?
BlackBarn Capital Partners LP held the same 335,000 shares of NEE between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent BlackBarn Capital Partners LP's cost basis in NEE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.