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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Clearstead Advisors, 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)
108,035
Value
$9.48M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,035$9.48M0.1%−12,490−10.4%ReducedHolders
Q1 2026120,525$11.2M0.1%+18,525+18.2%AddedHolders
Q4 2025102,000$8.19M0.1%+2,736+2.8%AddedHolders
Q3 202599,264$7.49M0.1%+7,284+7.9%AddedHolders
Q2 202591,980$6.39M0.1%+4,540+5.2%AddedHolders
Q1 202587,440$6.20M0.1%+244+0.3%AddedHolders
Q4 202487,196$6.25M0.1%−518−0.6%ReducedHolders
Q3 202487,714$7.41M0.1%+4,007+4.8%AddedHolders
Q2 202483,707$5.93M0.1%+50,623+153.0%AddedHolders
Q1 202433,084$2.47M0.1%+10,909+49.2%AddedHolders
Q4 202322,175$1.35M0.1%−7,871−26.2%ReducedHolders
Q3 202330,046$1.72M0.1%−181−0.6%ReducedHolders
Q2 202330,227$2.24M0.1%+1,372+4.8%AddedHolders
Q1 202328,855$2.22M0.2%+1,132+4.1%AddedHolders
Q4 202227,723$2.32M0.2%+2,923+11.8%AddedHolders
Q3 202224,800$1.95M0.2%−16,656−40.2%ReducedHolders
Q2 202241,456$3.21M0.3%−50−0.1%ReducedHolders
Q1 202241,506$3.52M0.2%+1,273+3.2%AddedHolders
Q4 202140,233$3.76M0.3%+2,180+5.7%AddedHolders
Q3 202138,053$2.99M0.2%−2,577−6.3%ReducedHolders
Q2 202140,630$2.98M0.2%+2,200+5.7%AddedHolders
Q1 202138,430$2.91M0.2%––Holders

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