Evermay Wealth Management LLC

SEC CIK: 0001066816
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

NEE holding history

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

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 25,859
Value: $2.27M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Evermay Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,859	$2.27M	0.2%	+4,102+18.9%	Added	Holders
Q1 2026	21,757	$2.02M	0.2%	−76−0.3%	Reduced	Holders
Q4 2025	21,833	$1.75M	0.2%	−124−0.6%	Reduced	Holders
Q3 2025	21,957	$1.66M	0.2%	−575−2.6%	Reduced	Holders
Q2 2025	22,532	$1.56M	0.2%	−665−2.9%	Reduced	Holders
Q1 2025	23,197	$1.64M	0.2%	−780−3.3%	Reduced	Holders
Q4 2024	23,977	$1.72M	0.3%	−94−0.4%	Reduced	Holders
Q3 2024	24,071	$2.03M	0.3%	−1,108−4.4%	Reduced	Holders
Q2 2024	25,179	$1.78M	0.3%	+2,945+13.2%	Added	Holders
Q1 2024	22,234	$1.42M	0.2%	+607+2.8%	Added	Holders
Q4 2023	21,627	$1.31M	0.2%	−1,980−8.4%	Reduced	Holders
Q3 2023	23,607	$1.35M	0.3%	−323−1.3%	Reduced	Holders
Q2 2023	23,930	$1.78M	0.3%	−3,274−12.0%	Reduced	Holders
Q1 2023	27,204	$2.10M	0.4%	−58−0.2%	Reduced	Holders
Q4 2022	27,262	$2.28M	0.5%	+419+1.6%	Added	Holders
Q3 2022	26,843	$2.10M	0.4%	−834−3.0%	Reduced	Holders
Q2 2022	27,677	$2.14M	0.4%	−1,000−3.5%	Reduced	Holders
Q1 2022	28,677	$2.43M	0.4%	+510+1.8%	Added	Holders
Q4 2021	28,167	$2.63M	0.5%	+1,032+3.8%	Added	Holders
Q3 2021	27,135	$2.13M	0.4%	−505−1.8%	Reduced	Holders
Q2 2021	27,640	$2.02M	0.4%	−920−3.2%	Reduced	Holders
Q1 2021	28,560	$2.16M	0.4%	–	–	Holders

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