LIBERTY ONE INVESTMENT MANAGEMENT, LLC: NEE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIBERTY ONE INVESTMENT MANAGEMENT, LLC on NEE, newest first. How the timeline and the estimate are built.
LIBERTY ONE INVESTMENT MANAGEMENT, LLC held 69,387 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 69,387 sharesChange vs previous 13F +1,960 shares
0.61% of the 13F portfolio, value $6,090,062.
13F-HR 0001398344-26-014315 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 67,427 sharesChange vs previous 13F +15,470 shares
0.65% of the 13F portfolio, value $6,262,654.
13F-HR 0001398344-26-009114 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,957 sharesChange vs previous 13F -38,196 shares
0.53% of the 13F portfolio, value $4,171,124.
13F-HR 0001398344-26-003153 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 90,153 sharesChange vs previous 13F +21,784 shares
0.38% of the 13F portfolio, value $6,806,620.
13F-HR 0001398344-25-019816 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 68,369 sharesChange vs previous 13F +2,290 shares
0.48% of the 13F portfolio, value $4,746,205.
13F-HR 0001398344-25-014121 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 66,079 sharesChange vs previous 13F +2,503 shares
0.47% of the 13F portfolio, value $4,684,309.
13F-HR 0001398344-25-008075 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 63,576 sharesChange vs previous 13F -6,708 shares
0.49% of the 13F portfolio, value $4,557,783.
13F-HR 0001398344-25-000713 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 70,284 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $5,941,134.
13F-HR 0001398344-24-019709 filed by LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).