LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in NEE — Nextera Energy Inc
CIK 1807328
LIBERTYVILLE, IL
Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,090,096
-$172,522 QoQ
Shares Held
69,387
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#736
of 3,000 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 22%
None 78%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $104,343,515 across 7 Utilities - Regulated Electric names. NEE ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
409,172 | $31,215,731 | |
| 2 | SO |
Southern Co
|
309,176 | $29,591,234 | |
| 3 | DUK |
Duke Energy CORP
|
230,763 | $29,209,980 | |
| 4 | ETR |
Entergy Corp /De/
|
59,182 | $6,797,643 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
69,387 | $6,090,096 | |
| 6 | D |
Dominion Energy, Inc
|
10,802 | $737,668 | |
| 7 | NGG |
National Grid PLC
|
8,461 | $701,163 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,090,096 | 69,387 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,262,618 | 67,427 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,171,107 | 51,957 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,805,649 | 90,153 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,746,175 | 68,369 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,684,340 | 66,079 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,557,763 | 63,576 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,941,106 | 70,284 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,862,381 | 68,668 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,777,528 | 59,107 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,366,855 | 38,967 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,006,009 | 35,015 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,397,921 | 32,317 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,347,240 | 30,452 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,268,068 | 27,130 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,014,431 | 25,691 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,619,068 | 20,902 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,108,431 | 24,890 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,161,750 | 23,155 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,708,595 | 21,760 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,531,698 | 20,902 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,462,146 | 19,338 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,351,513 | 17,518 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,119,121 | 4,032 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $876,620 | 3,650 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||