Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$693,558
-$20,689 QoQ
Shares Held
7,902
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,813
of 2,997 holders
Holding Since
Mar 2020
26 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,524,057 across 7 Utilities - Regulated Electric names. NEE ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
159,767 | $15,291,299 | |
| 2 | AEP |
American Electric Power Co Inc
|
85,654 | $11,718,323 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
7,902 | $693,558 | |
| 4 | TXNM |
Txnm Energy Inc
|
11,976 | $679,997 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,032 | $470,816 | |
| 6 | D |
Dominion Energy, Inc
|
5,574 | $380,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,566 | $289,416 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,558 | 7,902 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $714,247 | 7,690 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $618,477 | 7,704 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $581,348 | 7,701 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $720,579 | 10,380 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $729,103 | 10,285 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $802,211 | 11,190 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $991,536 | 11,730 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $741,522 | 10,472 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $683,070 | 10,688 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $655,263 | 10,788 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,320,416 | 40,503 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,604,042 | 48,572 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,936,783 | 51,074 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,785,788 | 69,208 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,964,346 | 152,587 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,245,350 | 54,807 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,287,937 | 62,424 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $13,857,984 | 148,436 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $10,382,935 | 132,233 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,561,082 | 116,827 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,516,443 | 139,088 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,637,596 | 137,882 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $33,932,265 | 122,252 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $865,092 | 3,602 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $840,245 | 3,492 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||