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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by BKD Wealth 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)
20,669
Value
$1.81M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,669$1.81M<0.1%−1,904−8.4%ReducedHolders
Q1 202622,573$2.10M<0.1%−199−0.9%ReducedHolders
Q4 202522,772$1.83M<0.1%−66−0.3%ReducedHolders
Q3 202522,838$1.72M<0.1%−3,229−12.4%ReducedHolders
Q2 202526,067$1.81M<0.1%−98−0.4%ReducedHolders
Q1 202526,165$1.85M<0.1%−8,421−24.3%ReducedHolders
Q4 202434,586$2.48M0.1%+206+0.6%AddedHolders
Q3 202434,380$2.91M0.1%+163+0.5%AddedHolders
Q2 202434,217$2.42M0.1%−5,127−13.0%ReducedHolders
Q1 202439,344$2.51M0.1%+10,195+35.0%AddedHolders
Q4 202329,149$1.77M<0.1%−1,817−5.9%ReducedHolders
Q3 202330,966$1.77M0.1%+479+1.6%AddedHolders
Q2 202330,487$2.26M0.1%−120.0%ReducedHolders
Q1 202330,499$2.35M0.1%−190−0.6%ReducedHolders
Q4 202230,689$2.57M0.1%+391+1.3%AddedHolders
Q3 202230,298$2.38M0.1%−86−0.3%ReducedHolders
Q2 202230,384$2.35M0.1%+17,601+137.7%AddedHolders
Q1 202212,783$1.08M<0.1%−1,301−9.2%ReducedHolders
Q4 202114,084$1.31M0.1%+121+0.9%AddedHolders
Q3 202113,963$1.10M0.1%+6,720+92.8%AddedHolders
Q2 20217,243$531.0K<0.1%−1,207−14.3%ReducedHolders
Q1 20218,450$639.0K<0.1%––Holders

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