Liberty Capital Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.32M | Buy |
+26,453
| New | +$2.39M | 0.4% | 63 |
|
|
2025
Q4 | $2.11M | Sell |
26,333
-160
| -0.6% | -$13.3K | 0.39% | 69 |
|
|
2025
Q3 | $2M | Hold |
26,493
| – | – | 0.38% | 71 |
|
|
2025
Q2 | $1.84M | Buy |
26,493
+234
| +0.9% | +$16.3K | 0.37% | 70 |
|
|
2025
Q1 | $1.86M | Buy |
26,259
+386
| +1% | +$27.2K | 0.41% | 65 |
|
|
2024
Q4 | $1.85M | Hold |
25,873
| – | – | 0.41% | 66 |
|
|
2024
Q3 | $2.19M | Sell |
25,873
-1,645
| -6% | -$128K | 0.48% | 59 |
|
|
2024
Q2 | $1.95M | Buy |
27,518
+921
| +3% | +$65.3K | 0.46% | 59 |
|
|
2024
Q1 | $1.7M | Sell |
26,597
-840
| -3% | -$49.2K | 0.42% | 63 |
|
|
2023
Q4 | $1.67M | Sell |
27,437
-18,362
| -40% | -$1.05M | 0.44% | 63 |
|
|
2023
Q3 | $2.62M | Buy |
45,799
+6,029
| +15% | +$417K | 0.77% | 42 |
|
|
2023
Q2 | $2.95M | Buy |
39,770
+204
| +0.5% | +$15.4K | 0.88% | 36 |
|
|
2023
Q1 | $3.05M | Buy |
39,566
+838
| +2% | +$64.4K | 1% | 34 |
|
|
2022
Q4 | $3.24M | Buy |
38,728
+799
| +2% | +$64.5K | 1.12% | 30 |
|
|
2022
Q3 | $2.97M | Buy |
37,929
+4,086
| +12% | +$347K | 1.11% | 29 |
|
|
2022
Q2 | $2.62M | Buy |
33,843
+2,184
| +7% | +$166K | 0.93% | 37 |
|
|
2022
Q1 | $2.68M | Buy |
31,659
+188
| +0.6% | +$15.1K | 0.78% | 41 |
|
|
2021
Q4 | $2.94M | Sell |
31,471
-2,633
| -8% | -$228K | 0.79% | 40 |
|
|
2021
Q3 | $2.68M | Buy |
34,104
+1,872
| +6% | +$151K | 0.79% | 41 |
|
|
2021
Q2 | $2.36M | Sell |
32,232
-358
| -1% | -$26.9K | 0.72% | 47 |
|
|
2021
Q1 | $2.46M | Buy |
32,590
+2,971
| +10% | +$232K | 0.85% | 42 |
|
|
2020
Q4 | $2.29M | Buy |
+29,619
| New | +$2.22M | 0.83% | 41 |
|
|
2020
Q2 | $1.5M | Buy |
24,940
+5,092
| +26% | +$305K | 0.65% | 44 |
|
|
2020
Q1 | $1.19M | Buy |
19,848
+5,608
| +39% | +$353K | 0.62% | 46 |
|
|
2019
Q4 | $862K | Hold |
14,240
| – | – | 0.35% | 64 |
|
|
2019
Q3 | $829K | Buy |
14,240
+3,408
| +31% | +$184K | 0.37% | 67 |
|
|
2019
Q2 | $555K | Buy |
10,832
+1,200
| +12% | +$59K | 0.25% | 82 |
|
|
2019
Q1 | $466K | Hold |
9,632
| – | – | 0.23% | 83 |
|
|
2018
Q4 | $419K | Buy |
9,632
+400
| +4% | +$17.5K | 0.26% | 78 |
|
|
2018
Q3 | $387K | Buy |
9,232
+92
| +1% | +$3.92K | 0.2% | 86 |
|
|
2018
Q2 | $382K | Buy |
9,140
+2,200
| +32% | +$88.8K | 0.22% | 83 |
|
|
2018
Q1 | $283K | Buy |
6,940
+300
| +5% | +$11.6K | 0.17% | 93 |
|
|
2017
Q4 | $250K | Hold |
6,640
| – | – | 0.13% | 103 |
|
|
2017
Q3 | $256K | Hold |
6,640
| – | – | 0.14% | 108 |
|
|
2017
Q2 | $234K | Buy |
6,640
+4,000
| +152% | +$137K | 0.14% | 103 |
|
|
2017
Q1 | $85K | Buy |
+2,640
| New | +$83K | 0.05% | 138 |
|
Other funds holding NEE
COPPSERS
DC
Liberty Capital Management's NEE Position: Q2 2026 in Review
Liberty Capital Management opened a new position in NextEra Energy (NEE) in Q2 2026: 26,453 shares worth $2.32M. The stake represents 0.4% of the portfolio and ranks #63 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in NEE as recently as Q4 2025.
Liberty Capital Management first reported a position in NEE in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.24M in Q4 2022. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Liberty Capital Management held 26,453 shares of NextEra Energy worth $2.32M as of Q2 2026.
- NextEra Energy was a new Liberty Capital Management position in Q2 2026.
- NextEra Energy made up 0.4% of Liberty Capital Management's portfolio in Q2 2026, its #63 holding.
- Liberty Capital Management first reported a position in NextEra Energy in Q1 2017 and has held it in 36 quarters since.
- Liberty Capital Management's NextEra Energy position peaked at $3.24M in Q4 2022.
- 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.