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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Crestwood Advisors Group 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)
183,905
Value
$16.1M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026183,905$16.1M0.2%+44,417+31.8%AddedHolders
Q1 2026139,488$13.0M0.2%+31,492+29.2%AddedHolders
Q4 2025107,996$8.67M0.1%−4,926−4.4%ReducedHolders
Q3 2025112,922$8.52M0.1%−4,283−3.7%ReducedHolders
Q2 2025117,205$8.14M0.1%+1,525+1.3%AddedHolders
Q1 2025115,680$8.20M0.2%+1,521+1.3%AddedHolders
Q4 2024114,159$8.18M0.2%+2,959+2.7%AddedHolders
Q3 2024111,200$9.40M0.2%−826−0.7%ReducedHolders
Q2 2024112,026$7.93M0.2%−36,537−24.6%ReducedHolders
Q1 2024148,563$9.49M0.2%+37,606+33.9%AddedHolders
Q4 2023110,957$6.74M0.2%−13,516−10.9%ReducedHolders
Q3 2023124,473$7.13M0.2%+111,627+869.0%AddedHolders
Q2 202312,846$953.2K<0.1%+2,570+25.0%AddedHolders
Q1 202310,276$792.1K<0.1%−1,939−15.9%ReducedHolders
Q4 202212,215$1.02M<0.1%+593+5.1%AddedHolders
Q3 202211,622$911.0K<0.1%+1,862+19.1%AddedHolders
Q2 20229,760$756.0K<0.1%−985−9.2%ReducedHolders
Q1 202210,745$910.0K<0.1%+1,455+15.7%AddedHolders
Q4 20219,290$867.0K<0.1%+955+11.5%AddedHolders
Q3 20218,335$654.0K<0.1%00.0%UnchangedHolders
Q2 20218,335$611.0K<0.1%−45−0.5%ReducedHolders
Q1 20218,380$634.0K<0.1%––Holders

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