Allen Mooney & Barnes Investment Advisors LLC

Position in NEE — Nextera Energy Inc

CIK 2001461 Thomasville, GA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$772,288

-$248,834 QoQ

Shares Held

8,799

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,754

of 3,000 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $23,194,248 across 5 Utilities - Regulated Electric names. NEE ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	142,926	$19,553,706
2	SO	Southern Co	19,624	$1,878,213
3	NEE	Nextera Energy Inc This page	8,799	$772,288
4	DUK	Duke Energy CORP	4,742	$600,242
5	D	Dominion Energy, Inc	5,708	$389,799

All Filings in NEE

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,288	8,799	-20.0%	Shares	Sole	2026-07-13
2026-03-31	$1,021,122	10,994	+8.0%	Shares	Sole	2026-04-13
2025-12-31	$817,089	10,178	+1.9%	Shares	Sole	2026-01-21
2025-09-30	$754,069	9,989	-7.1%	Shares	Sole	2025-10-15
2025-06-30	$746,056	10,747	+0.0%	Shares	Sole	2025-07-08
2025-03-31	$761,571	10,743	-0.1%	Shares	Sole	2025-04-16
2024-12-31	$771,097	10,756	-1.7%	Shares	Sole	2025-01-14
2024-09-30	$924,927	10,942	+4.4%	Shares	Sole	2024-10-15
2024-06-30	$742,017	10,479	-18.2%	Shares	Sole	2024-07-12
2024-03-31	$818,687	12,810	+13.9%	Shares	Sole	2024-04-12
2023-12-31	$683,325	11,250	+3.5%	Shares	Sole	2024-01-22
2023-09-30	$622,627	10,868	+71.5%	Shares	Sole	2023-11-21
2023-06-30	$470,279	6,338	-2.5%	Shares	Sole	2024-05-23
2023-03-31	$500,865	6,498	-0.1%	Shares	Sole	2024-05-23
2022-12-31	$543,650	6,503	-7.9%	Shares	Sole	2024-05-23
2022-09-30	$553,574	7,060	+0.8%	Shares	Sole	2024-05-23
2022-06-30	$542,529	7,004	-2.9%	Shares	Sole	2024-05-23
2022-03-31	$611,267	7,216	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.