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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
Q3 		$675K Buy
8,907
+108
+1% +$9.13K 0.1% 85
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's NEE Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its NextEra Energy (NEE) stake by 1.2% in Q3 2026, buying an estimated $9.13K and bringing the position to 8,907 shares worth $675K. The position accounts for 0.1% of the portfolio, ranked #85.

Allen Mooney & Barnes Investment Advisors first reported a position in NEE in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 8,907 shares of NextEra Energy worth $675K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 108 NextEra Energy shares in Q3 2026, an estimated $9.13K.
  • NextEra Energy made up 0.1% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #85 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's NextEra Energy position peaked at $1.02M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.