LBMC Investment Advisors’s NextEra Energy NEE Stock Holding History

LBMC 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	$458K	Sell	5,218 -51	-1%	-$4.61K	0.02%	161
2026 Q1	$489K	Sell	5,269 -163	-3%	-$14.5K	0.03%	152
2025 Q4	$436K	Buy	5,432 +214	+4%	+$17.7K	0.03%	147
2025 Q3	$394K	Sell	5,218 -81	-2%	-$5.92K	0.03%	160
2025 Q2	$368K	Hold	5,299	–	–	0.03%	151
2025 Q1	$376K	Buy	5,299 +1	+0%	+$71	0.03%	137
2024 Q4	$380K	Buy	5,298 +1	+0%	+$78	0.03%	135
2024 Q3	$448K	Hold	5,297	–	–	0.04%	119
2024 Q2	$375K	Buy	5,297 +1	+0%	+$71	0.03%	120
2024 Q1	$338K	Hold	5,296	–	–	0.03%	130
2023 Q4	$322K	Buy	5,296 +1	+0%	+$57	0.03%	122
2023 Q3	$279K	Hold	5,295	–	–	0.03%	126
2023 Q2	$393K	Buy	5,295 +1	+0%	+$76	0.04%	109
2023 Q1	$408K	Hold	5,294	–	–	0.04%	107
2022 Q4	$443K	Buy	5,294 +1	+0%	+$81	0.05%	100
2022 Q3	$415K	Hold	5,293	–	–	0.05%	99
2022 Q2	$410K	Hold	5,293	–	–	0.04%	91
2022 Q1	$448K	Sell	5,293 -101	-2%	-$8.09K	0.04%	98
2021 Q4	$504K	Sell	5,394 -121	-2%	-$10.5K	0.04%	93
2021 Q3	$423K	Hold	5,515	–	–	0.04%	102
2021 Q2	$404K	Hold	5,515	–	–	0.04%	104
2021 Q1	$417K	Buy	5,515 +242	+5%	+$18.9K	0.04%	88
2020 Q4	$407K	Buy	5,273 +9	+0.2%	+$673	0.05%	84
2020 Q3	$365K	Buy	5,264 +72	+1%	+$4.97K	0.05%	83
2020 Q2	$312K	Hold	5,192	–	–	0.05%	74
2020 Q1	$312K	Hold	5,192	–	–	0.06%	67
2019 Q4	$314K	Hold	5,192	–	–	0.04%	76
2019 Q3	$302K	Hold	5,192	–	–	0.05%	75
2019 Q2	$266K	Hold	5,192	–	–	0.04%	82
2019 Q1	$251K	Sell	5,192 -76	-1%	-$3.48K	0.04%	83
2018 Q4	$229K	Buy	5,268 +76	+1%	+$3.32K	0.04%	83
2018 Q3	$218K	Hold	5,192	–	–	0.03%	96
2018 Q2	$217K	Hold	5,192	–	–	0.04%	96
2018 Q1	$212K	Sell	5,192 -2,880	-36%	-$111K	0.04%	81
2017 Q4	$315K	Hold	8,072	–	–	0.05%	69
2017 Q3	$296K	Buy	8,072 +492	+6%	+$18K	0.05%	65
2017 Q2	$266K	Hold	7,580	–	–	0.05%	67
2017 Q1	$243K	Hold	7,580	–	–	0.04%	69
2016 Q4	$226K	Hold	7,580	–	–	0.04%	69
2016 Q3	$232K	Sell	7,580 -660	-8%	-$20.8K	0.04%	70
2016 Q2	$269K	Sell	8,240 -420	-5%	-$12.6K	0.05%	61
2016 Q1	$256K	Buy	+8,660	New	+$243K	0.05%	63

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LBMC Investment Advisors's NEE Position: Q2 2026 in Review

LBMC Investment Advisors reduced its NextEra Energy (NEE) stake by 0.97% in Q2 2026, selling an estimated $4.61K and leaving 5,218 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #161.

LBMC Investment Advisors first reported a position in NEE in Q1 2016 and has held it in 42 quarters since. The position peaked at $504K in Q4 2021. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

LBMC Investment Advisors held 5,218 shares of NextEra Energy worth $458K as of Q2 2026.
LBMC Investment Advisors sold 51 NextEra Energy shares in Q2 2026, an estimated $4.61K.
NextEra Energy made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #161 holding.
LBMC Investment Advisors first reported a position in NextEra Energy in Q1 2016 and has held it in 42 quarters since.
LBMC Investment Advisors's NextEra Energy position peaked at $504K in Q4 2021.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.