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Livermore
Livermore
ZHEN

Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
696,876
Value
$61.2M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of NEE by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026696,876$61.2M0.7%+21,488+3.2%AddedHolders
Q1 2026675,388$62.7M0.8%−639−0.1%ReducedHolders
Q4 2025676,027$54.3M0.7%+3,318+0.5%AddedHolders
Q3 2025672,709$50.8M0.6%+5,297+0.8%AddedHolders
Q2 2025667,412$46.3M0.6%+67,430+11.2%AddedHolders
Q1 2025599,982$42.5M0.6%+49,188+8.9%AddedHolders
Q4 2024550,794$39.5M0.5%+5,384+1.0%AddedHolders
Q3 2024545,410$46.1M0.6%+3,301+0.6%AddedHolders
Q2 2024542,109$38.8M0.5%+35,026+6.9%AddedHolders
Q1 2024507,083$32.4M0.4%+76,555+17.8%AddedHolders
Q4 2023430,528$26.2M0.4%−58,060−11.9%ReducedHolders
Q3 2023488,588$28.0M0.5%+130,888+36.6%AddedHolders
Q2 2023357,700$26.5M0.4%+27,922+8.5%AddedHolders
Q1 2023329,778$25.4M0.4%+39,073+13.4%AddedHolders
Q4 2022290,705$24.3M0.4%+11,925+4.3%AddedHolders
Q3 2022278,780$21.9M0.4%+20,025+7.7%AddedHolders
Q2 2022258,755$20.0M0.4%+127,109+96.6%AddedHolders
Q1 2022131,646$11.2M0.2%+35,417+36.8%AddedHolders
Q4 202196,229$8.98M0.1%+6,733+7.5%AddedHolders
Q3 202189,496$7.03M0.1%+7,025+8.5%AddedHolders
Q2 202182,471$6.04M0.1%+3,713+4.7%AddedHolders
Q1 202178,758$5.95M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.