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Liberty One Investment Management’s NextEra Energy NEE Stock Holding History

Liberty One Investment Management’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
Q1 		$6.26M Buy
67,427
+15,470
+30% +$1.38M 0.65% 38
2025
Q4 		$4.17M Sell
51,957
-38,196
-42% -$3.16M 0.53% 47
2025
Q3 		$6.81M Buy
90,153
+21,784
+32% +$1.59M 0.38% 50
2025
Q2 		$4.75M Buy
68,369
+2,290
+3% +$159K 0.48% 61
2025
Q1 		$4.68M Buy
66,079
+2,503
+4% +$177K 0.47% 58
2024
Q4 		$4.56M Sell
63,576
-6,708
-10% -$521K 0.49% 51
2024
Q3 		$5.94M Buy
70,284
+1,616
+2% +$126K 0.61% 33
2024
Q2 		$4.86M Buy
68,668
+9,561
+16% +$678K 0.55% 35
2024
Q1 		$3.78M Buy
59,107
+20,140
+52% +$1.18M 0.43% 48
2023
Q4 		$2.37M Buy
38,967
+3,952
+11% +$225K 0.29% 69
2023
Q3 		$2.01M Buy
35,015
+2,698
+8% +$187K 0.29% 68
2023
Q2 		$2.4M Buy
32,317
+1,865
+6% +$141K 0.31% 63
2023
Q1 		$2.35M Buy
30,452
+3,322
+12% +$255K 0.32% 65
2022
Q4 		$2.27M Buy
27,130
+1,439
+6% +$116K 0.33% 57
2022
Q3 		$2.01M Buy
25,691
+4,789
+23% +$406K 0.33% 50
2022
Q2 		$1.53M Sell
20,902
-3,988
-16% -$304K 0.26% 69
2022
Q1 		$2.11M Buy
24,890
+1,735
+7% +$139K 0.32% 55
2021
Q4 		$2.16M Buy
23,155
+1,395
+6% +$121K 0.33% 49
2021
Q3 		$1.71M Buy
21,760
+858
+4% +$69.2K 0.29% 61
2021
Q2 		$1.53M Buy
20,902
+1,564
+8% +$117K 0.26% 69
2021
Q1 		$1.46M Buy
19,338
+1,820
+10% +$142K 0.26% 67
2020
Q4 		$1.35M Buy
17,518
+1,390
+9% +$104K 0.25% 62
2020
Q3 		$1.12M Buy
16,128
+1,528
+10% +$105K 0.23% 64
2020
Q2 		$877K Buy
+14,600
New +$874K 0.2% 70

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty One Investment Management's NEE Position: Q1 2026 in Review

Liberty One Investment Management increased its NextEra Energy (NEE) stake by 30% in Q1 2026, buying an estimated $1.38M and bringing the position to 67,427 shares worth $6.26M. The position accounts for 0.65% of the portfolio, ranked #38.

Liberty One Investment Management first reported a position in NEE in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.81M in Q3 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Liberty One Investment Management held 67,427 shares of NextEra Energy worth $6.26M as of Q1 2026.
  • Liberty One Investment Management bought 15,470 NextEra Energy shares in Q1 2026, an estimated $1.38M.
  • NextEra Energy made up 0.65% of Liberty One Investment Management's portfolio in Q1 2026, its #38 holding.
  • Liberty One Investment Management first reported a position in NextEra Energy in Q2 2020 and has held it in 24 quarters since.
  • Liberty One Investment Management's NextEra Energy position peaked at $6.81M in Q3 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.