Liberty Wealth 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 | $285K | Hold |
3,067
| – | – | 0.04% | 210 |
|
|
2026
Q1 | $285K | Sell |
3,067
-237
| -7% | -$21.1K | 0.04% | 210 |
|
|
2025
Q4 | $265K | Sell |
3,304
-4
| -0.1% | -$331 | 0.03% | 209 |
|
|
2025
Q3 | $250K | Sell |
3,308
-268
| -7% | -$19.6K | 0.04% | 207 |
|
|
2025
Q2 | $248K | Buy |
3,576
+24
| +0.7% | +$1.67K | 0.04% | 191 |
|
|
2025
Q1 | $252K | Sell |
3,552
-749
| -17% | -$52.9K | 0.05% | 133 |
|
|
2024
Q4 | $308K | Sell |
4,301
-292
| -6% | -$22.7K | 0.05% | 159 |
|
|
2024
Q3 | $388K | Sell |
4,593
-5,523
| -55% | -$431K | 0.07% | 138 |
|
|
2024
Q2 | $311K | Buy |
10,116
+6,213
| +159% | +$441K | 0.06% | 153 |
|
|
2024
Q1 | $249K | Buy |
3,903
+23
| +0.6% | +$1.35K | 0.05% | 158 |
|
|
2023
Q4 | $236K | Buy |
3,880
+6
| +0.2% | +$342 | 0.05% | 146 |
|
|
2023
Q3 | $222K | Sell |
3,874
-12
| -0.3% | -$831 | 0.06% | 158 |
|
|
2023
Q2 | $288K | Buy |
3,886
+37
| +1% | +$2.8K | 0.07% | 141 |
|
|
2023
Q1 | $297K | Buy |
+3,849
| New | +$296K | 0.06% | 177 |
|
|
2022
Q3 | $248K | Buy |
3,170
+132
| +4% | +$11.2K | 0.07% | 129 |
|
|
2022
Q2 | $235K | Sell |
3,038
-247
| -8% | -$18.8K | 0.1% | 126 |
|
|
2022
Q1 | $278K | Sell |
3,285
-98
| -3% | -$7.85K | 0.1% | 117 |
|
|
2021
Q4 | $315 | Sell |
3,383
-331
| -9% | -$28.6K | 0.01% | 119 |
|
|
2021
Q3 | $295K | Buy |
3,714
+453
| +14% | +$36.5K | 0.11% | 118 |
|
|
2021
Q2 | $239K | Buy |
3,261
+24
| +0.7% | +$1.8K | 0.09% | 112 |
|
|
2021
Q1 | $264K | Hold |
3,237
| – | – | 0.13% | 88 |
|
|
2020
Q4 | $264K | Sell |
3,237
-411
| -11% | -$30.7K | 0.13% | 88 |
|
|
2020
Q3 | $253K | Buy |
3,648
+2,444
| +203% | +$169K | 0.15% | 80 |
|
|
2020
Q2 | $72K | Buy |
1,204
+4
| +0.3% | +$239 | 0.05% | 182 |
|
|
2020
Q1 | $72K | Sell |
1,200
-76
| -6% | -$4.78K | 0.06% | 176 |
|
|
2019
Q4 | $77K | Buy |
1,276
+124
| +11% | +$7.24K | 0.06% | 188 |
|
|
2019
Q3 | $67K | Sell |
1,152
-2,396
| -68% | -$130K | 0.06% | 187 |
|
|
2019
Q2 | $182K | Buy |
3,548
+2,400
| +209% | +$118K | 0.16% | 110 |
|
|
2019
Q1 | $55K | Buy |
1,148
+8
| +0.7% | +$366 | 0.04% | 191 |
|
|
2018
Q4 | $49K | Buy |
+1,140
| New | +$49.9K | 0.04% | 187 |
|
Other funds holding NEE
Liberty Wealth Management's NEE Position: Q2 2026 in Review
Liberty Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,067 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #210.
Liberty Wealth Management first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $388K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Liberty Wealth Management held 3,067 shares of NextEra Energy worth $285K as of Q2 2026.
- Liberty Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #210 holding.
- Liberty Wealth Management first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
- Liberty Wealth Management's NextEra Energy position peaked at $388K in Q3 2024.
- 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.