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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

NEE holding history

Nextera Energy Inc in every 13F filed by Wetherby Asset Management Inc, 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 Q3 2025 holdings

Shares (Q3 2025)
35,893
Value
$2.71M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of NEE by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202535,893$2.71M0.1%−478−1.3%ReducedHolders
Q2 202536,371$2.52M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202436,011$2.58M0.1%−2,148−5.6%ReducedHolders
Q3 202438,159$3.23M0.1%−320−0.8%ReducedHolders
Q2 202438,479$2.72M0.1%+3,072+8.7%AddedHolders
Q1 202435,407$2.26M0.1%−2,281−6.1%ReducedHolders
Q4 202337,688$2.29M0.1%−3,231−7.9%ReducedHolders
Q3 202340,919$2.34M0.1%−4,222−9.4%ReducedHolders
Q2 202345,141$3.35M0.2%−2,713−5.7%ReducedHolders
Q1 202347,854$3.69M0.2%−1,754−3.5%ReducedHolders
Q4 202249,608$4.15M0.3%−1,486−2.9%ReducedHolders
Q3 202251,094$4.01M0.3%+6,050+13.4%AddedHolders
Q2 202245,044$3.49M0.2%−55−0.1%ReducedHolders
Q1 202245,099$3.82M0.2%+1,149+2.6%AddedHolders
Q4 202143,950$4.10M0.2%+1,182+2.8%AddedHolders
Q3 202142,768$3.36M0.2%+421+1.0%AddedHolders
Q2 202142,347$3.10M0.2%+215+0.5%AddedHolders
Q1 202142,132$3.19M0.2%––Holders

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