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Livermore
Livermore
ZHEN

Excalibur Management Corp

SEC CIK
0001009003
Latest filing
Aug 3, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Excalibur Management Corp, 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)
11,942
Value
$1.05M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of NEE by Excalibur Management Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,942$1.05M0.3%+2,038+20.6%AddedHolders
Q1 20269,904$919.9K0.3%+567+6.1%AddedHolders
Q4 20259,337$749.6K0.3%−313−3.2%ReducedHolders
Q3 20259,650$728.5K0.3%+32+0.3%AddedHolders
Q2 20259,618$667.7K0.3%+421+4.6%AddedHolders
Q1 20259,197$652.0K0.3%+154+1.7%AddedHolders
Q4 20249,043$648.3K0.3%+2,213+32.4%AddedHolders
Q3 20246,830$577.3K0.2%+71+1.1%AddedHolders
Q2 20246,759$478.6K0.2%+1,016+17.7%AddedHolders
Q1 20245,743$367.0K0.2%+5,743NewHolders
Q3 20230$00.0%−4,160−100.0%Sold outHolders
Q2 20234,160$308.7K0.2%00.0%UnchangedHolders
Q1 20234,160$320.7K0.2%00.0%UnchangedHolders
Q4 20224,160$347.8K0.2%−50−1.2%ReducedHolders
Q3 20224,210$330.0K0.2%−2,290−35.2%ReducedHolders
Q2 20226,500$503.0K0.3%−2,202−25.3%ReducedHolders
Q1 20228,702$737.0K0.3%−1,379−13.7%ReducedHolders
Q4 202110,081$941.0K0.4%00.0%UnchangedHolders
Q3 202110,081$792.0K0.3%+69+0.7%AddedHolders
Q2 202110,012$734.0K0.3%+422+4.4%AddedHolders
Q1 20219,590$725.0K0.4%––Holders

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