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Livermore
Livermore
ZHEN

Aureus Asset Management, LLC

SEC CIK
0001381296
Latest filing
Aug 14, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Aureus Asset Management, 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)
595,785
Value
$52.3M
% of portfolio
3.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Aureus Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026595,785$52.3M3.2%−3,723−0.6%ReducedHolders
Q1 2026599,508$55.7M3.7%+4,703+0.8%AddedHolders
Q4 2025594,805$47.8M3.0%+11,489+2.0%AddedHolders
Q3 2025583,316$44.0M2.9%−12,351−2.1%ReducedHolders
Q2 2025595,667$41.4M2.6%−3,076−0.5%ReducedHolders
Q1 2025598,743$42.4M3.0%−8,599−1.4%ReducedHolders
Q4 2024607,342$43.5M2.8%−6,870−1.1%ReducedHolders
Q3 2024614,212$51.9M3.4%−15,550−2.5%ReducedHolders
Q2 2024629,762$44.6M3.1%+3,197+0.5%AddedHolders
Q1 2024626,565$40.0M2.7%+199,718+46.8%AddedHolders
Q4 2023426,847$25.9M1.9%+8,412+2.0%AddedHolders
Q3 2023418,435$24.0M1.9%+69,156+19.8%AddedHolders
Q2 2023349,279$25.9M1.9%+158,040+82.6%AddedHolders
Q1 2023191,239$14.7M1.2%+187,163+4,591.8%AddedHolders
Q4 20224,076$340.8K<0.1%+749+22.5%AddedHolders
Q3 20223,327$261.0K<0.1%−3,972−54.4%ReducedHolders
Q2 20227,299$565.0K<0.1%+16+0.2%AddedHolders
Q1 20227,283$617.0K<0.1%−1,156−13.7%ReducedHolders
Q4 20218,439$788.0K<0.1%00.0%UnchangedHolders
Q3 20218,439$663.0K<0.1%+135+1.6%AddedHolders
Q2 20218,304$609.0K<0.1%−120−1.4%ReducedHolders
Q1 20218,424$637.0K<0.1%––Holders

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