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Moody Lynn & Lieberson’s NextEra Energy NEE Stock Holding History

Moody Lynn & Lieberson’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 		$694K Buy
7,902
+212
+3% +$19.2K 0.04% 146
2026
Q1 		$714K Sell
7,690
-14
-0.2% -$1.25K 0.04% 141
2025
Q4 		$618K Buy
7,704
+3
+0% +$248 0.03% 157
2025
Q3 		$581K Sell
7,701
-2,679
-26% -$196K 0.03% 163
2025
Q2 		$721K Buy
10,380
+95
+0.9% +$6.6K 0.04% 144
2025
Q1 		$729K Sell
10,285
-905
-8% -$63.9K 0.05% 141
2024
Q4 		$802K Sell
11,190
-540
-5% -$42K 0.05% 132
2024
Q3 		$992K Buy
11,730
+1,258
+12% +$98.2K 0.06% 132
2024
Q2 		$742K Sell
10,472
-216
-2% -$15.3K 0.05% 136
2024
Q1 		$683K Sell
10,688
-100
-0.9% -$5.86K 0.05% 139
2023
Q4 		$655K Sell
10,788
-29,715
-73% -$1.69M 0.05% 142
2023
Q3 		$2.32M Sell
40,503
-8,069
-17% -$559K 0.2% 76
2023
Q2 		$3.6M Sell
48,572
-2,502
-5% -$189K 0.29% 64
2023
Q1 		$3.94M Sell
51,074
-18,134
-26% -$1.39M 0.35% 59
2022
Q4 		$5.79M Sell
69,208
-83,379
-55% -$6.74M 0.53% 43
2022
Q3 		$12M Buy
152,587
+97,780
+178% +$8.3M 1.15% 33
2022
Q2 		$4.25M Sell
54,807
-7,617
-12% -$580K 0.38% 57
2022
Q1 		$5.29M Sell
62,424
-86,012
-58% -$6.89M 0.39% 55
2021
Q4 		$13.9M Buy
148,436
+16,203
+12% +$1.4M 0.93% 35
2021
Q3 		$10.4M Buy
132,233
+15,406
+13% +$1.24M 0.78% 36
2021
Q2 		$8.56M Sell
116,827
-22,261
-16% -$1.67M 0.65% 47
2021
Q1 		$10.5M Buy
139,088
+1,206
+0.9% +$94.1K 0.87% 39
2020
Q4 		$10.6M Sell
137,882
-351,126
-72% -$26.3M 0.91% 37
2020
Q3 		$8.48M Buy
489,008
+474,600
+3,294% +$32.8M 0.84% 36
2020
Q2 		$865K Buy
14,408
+440
+3% +$26.3K 0.09% 97
2020
Q1 		$840 Sell
13,968
-1,276
-8% -$80.2K 0.12% 83
2019
Q4 		$923K Buy
15,244
+2,452
+19% +$143K 0.09% 118
2019
Q3 		$745K Buy
12,792
+340
+3% +$18.4K 0.08% 109
2019
Q2 		$638K Hold
12,452
– – 0.07% 130
2019
Q1 		$602K Hold
12,452
– – 0.07% 129
2018
Q4 		$541K Hold
12,452
– – 0.07% 125
2018
Q3 		$522K Hold
12,452
– – 0.06% 152
2018
Q2 		$520K Hold
12,452
– – 0.06% 149
2018
Q1 		$508K Hold
12,452
– – 0.06% 149
2017
Q4 		$483K Hold
12,452
– – 0.05% 170
2017
Q3 		$456K Buy
12,452
+660
+6% +$24.2K 0.06% 163
2017
Q2 		$413K Hold
11,792
– – 0.05% 172
2017
Q1 		$378K Buy
11,792
+3,860
+49% +$121K 0.05% 144
2016
Q4 		$237K Sell
7,932
-916
-10% -$27.4K 0.03% 160
2016
Q3 		$271K Hold
8,848
– – 0.05% 152
2016
Q2 		$288K Buy
8,848
+800
+10% +$24K 0.05% 136
2016
Q1 		$238K Sell
8,048
-1,644
-17% -$46.1K 0.04% 149
2015
Q4 		$252K Hold
9,692
– – 0.04% 157
2015
Q3 		$236K Buy
9,692
+100
+1% +$2.54K 0.05% 155
2015
Q2 		$235K Hold
9,592
– – 0.04% 173
2015
Q1 		$250K Hold
9,592
– – 0.04% 167
2014
Q4 		$255K Hold
9,592
– – 0.04% 174
2014
Q3 		$225K Hold
9,592
– – 0.03% 174
2014
Q2 		$246K Hold
9,592
– – 0.03% 178
2014
Q1 		$229K Hold
9,592
– – 0.03% 180
2013
Q4 		$205K Buy
+9,592
New +$202K 0.03% 189

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Moody Lynn & Lieberson's NEE Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its NextEra Energy (NEE) stake by 2.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 7,902 shares worth $694K. The position accounts for 0.04% of the portfolio, ranked #146.

Moody Lynn & Lieberson first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.9M in Q4 2021. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Moody Lynn & Lieberson held 7,902 shares of NextEra Energy worth $694K as of Q2 2026.
  • Moody Lynn & Lieberson bought 212 NextEra Energy shares in Q2 2026, an estimated $19.2K.
  • NextEra Energy made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #146 holding.
  • Moody Lynn & Lieberson first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
  • Moody Lynn & Lieberson's NextEra Energy position peaked at $13.9M in Q4 2021.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.