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Allen Mooney & Barnes Investment Advisors’s NextEra Energy NEE Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$772K Sell
8,799
-2,195
-20% -$199K 0.12% 78
2026
Q1 		$1.02M Buy
10,994
+816
+8% +$72.5K 0.15% 74
2025
Q4 		$817K Buy
10,178
+189
+2% +$15.7K 0.12% 81
2025
Q3 		$754K Sell
9,989
-758
-7% -$55.4K 0.12% 81
2025
Q2 		$746K Buy
10,747
+4
+0% +$278 0.12% 80
2025
Q1 		$762K Sell
10,743
-13
-0.1% -$918 0.12% 80
2024
Q4 		$771K Sell
10,756
-186
-2% -$14.4K 0.13% 83
2024
Q3 		$925K Buy
10,942
+463
+4% +$36.1K 0.16% 75
2024
Q2 		$742K Sell
10,479
-2,331
-18% -$165K 0.13% 82
2024
Q1 		$819K Buy
12,810
+1,560
+14% +$91.4K 0.16% 77
2023
Q4 		$683K Buy
11,250
+382
+4% +$21.8K 0.13% 84
2023
Q3 		$623K Buy
10,868
+4,530
+71% +$314K 0.13% 80
2023
Q2 		$470K Sell
6,338
-160
-2% -$12.1K 0.1% 90
2023
Q1 		$501K Sell
6,498
-5
-0.1% -$385 0.12% 84
2022
Q4 		$544K Sell
6,503
-557
-8% -$45K 0.13% 80
2022
Q3 		$554K Buy
7,060
+56
+0.8% +$4.75K 0.15% 77
2022
Q2 		$543K Sell
7,004
-212
-3% -$16.1K 0.14% 82
2022
Q1 		$611K Buy
+7,216
New +$578K 0.14% 84

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's NEE Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its NextEra Energy (NEE) stake by 20% in Q2 2026, selling an estimated $199K and leaving 8,799 shares worth $772K. The position accounts for 0.12% of the portfolio, ranked #78.

Allen Mooney & Barnes Investment Advisors first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2026. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 8,799 shares of NextEra Energy worth $772K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 2,195 NextEra Energy shares in Q2 2026, an estimated $199K.
  • NextEra Energy made up 0.12% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's NextEra Energy position peaked at $1.02M in Q1 2026.
  • 1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.