Nisa Investment Advisors
LBRT icon

Nisa Investment Advisors’s Liberty Energy LBRT Stock Holding History

Nisa Investment Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.5K Sell
3,379
-1,297
-28% -$38.8K ﹤0.01% 1603
2026
Q1 		$135K Sell
4,676
-17,907
-79% -$456K ﹤0.01% 1329
2025
Q4 		$417K Buy
22,583
+500
+2% +$8.35K ﹤0.01% 1055
2025
Q3 		$273K Buy
22,083
+597
+3% +$6.9K ﹤0.01% 1175
2025
Q2 		$247K Buy
21,486
+989
+5% +$12K ﹤0.01% 1164
2025
Q1 		$324K Buy
20,497
+346
+2% +$6.21K ﹤0.01% 1111
2024
Q4 		$401K Sell
20,151
-1,161
-5% -$21.5K ﹤0.01% 1115
2024
Q3 		$407K Buy
21,312
+29
+0.1% +$599 ﹤0.01% 1104
2024
Q2 		$445K Sell
21,283
-3,850
-15% -$85.9K ﹤0.01% 1117
2024
Q1 		$521K Buy
25,133
+960
+4% +$19K ﹤0.01% 1071
2023
Q4 		$438K Hold
24,173
– – ﹤0.01% 1090
2023
Q3 		$448K Sell
24,173
-30
-0.1% -$495 ﹤0.01% 1093
2023
Q2 		$324K Sell
24,203
-2,600
-10% -$33.7K ﹤0.01% 1203
2023
Q1 		$343K Buy
26,803
+28
+0.1% +$414 ﹤0.01% 1174
2022
Q4 		$429K Hold
26,775
– – ﹤0.01% 1160
2022
Q3 		$358K Buy
26,775
+92
+0.3% +$1.24K ﹤0.01% 1135
2022
Q2 		$340K Buy
26,683
+4,183
+19% +$65.6K ﹤0.01% 1174
2022
Q1 		$333K Hold
22,500
– – ﹤0.01% 1198
2021
Q4 		$272K Hold
22,500
– – ﹤0.01% 1178
2021
Q3 		$273 Hold
22,500
– – ﹤0.01% 1304
2021
Q2 		$319 Hold
22,500
– – ﹤0.01% 1260
2021
Q1 		$254 Hold
22,500
– – ﹤0.01% 1402
2020
Q4 		$232K Sell
22,500
-900
-4% -$8.21K ﹤0.01% 1409
2020
Q3 		$187K Hold
23,400
– – ﹤0.01% 1325
2020
Q2 		$128K Sell
23,400
-39,570
-63% -$186K ﹤0.01% 1382
2020
Q1 		$169K Buy
+62,970
New +$439K ﹤0.01% 1235

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Nisa Investment Advisors's LBRT Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Liberty Energy (LBRT) stake by 28% in Q2 2026, selling an estimated $38.8K and leaving 3,379 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Nisa Investment Advisors first reported a position in LBRT in Q1 2020 and has held it in 26 quarters since. The position peaked at $521K in Q1 2024. 168 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • Nisa Investment Advisors held 3,379 shares of Liberty Energy worth $88.5K as of Q2 2026.
  • Nisa Investment Advisors sold 1,297 Liberty Energy shares in Q2 2026, an estimated $38.8K.
  • Liberty Energy made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1603 holding.
  • Nisa Investment Advisors first reported a position in Liberty Energy in Q1 2020 and has held it in 26 quarters since.
  • Nisa Investment Advisors's Liberty Energy position peaked at $521K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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