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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Avidian Wealth Solutions, 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)
41,434
Value
$3.64M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,434$3.64M0.1%+483+1.2%AddedHolders
Q1 202640,951$3.80M0.1%+29,359+253.3%AddedHolders
Q4 202511,592$930.6K<0.1%−876−7.0%ReducedHolders
Q3 202512,468$941.2K<0.1%+2,285+22.4%AddedHolders
Q2 202510,183$706.9K<0.1%−598−5.5%ReducedHolders
Q1 202510,781$764.3K<0.1%−1,782−14.2%ReducedHolders
Q4 202412,563$900.7K<0.1%−121−1.0%ReducedHolders
Q3 202412,684$1.07M<0.1%+5,050+66.2%AddedHolders
Q2 20247,634$540.6K<0.1%+1,251+19.6%AddedHolders
Q1 20246,383$407.9K<0.1%+1,440+29.1%AddedHolders
Q4 20234,943$300.2K<0.1%+4,943NewHolders
Q3 20230$00.0%−4,346−100.0%Sold outHolders
Q2 20234,346$322.4K<0.1%−6,885−61.3%ReducedHolders
Q1 202311,231$865.7K<0.1%+1,366+13.8%AddedHolders
Q4 20229,865$824.8K0.1%−32−0.3%ReducedHolders
Q3 20229,897$776.0K0.1%+40.0%AddedHolders
Q2 20229,893$766.0K0.1%−945−8.7%ReducedHolders
Q1 202210,838$918.0K0.1%−2,315−17.6%ReducedHolders
Q4 202113,153$1.23M0.1%+3,179+31.9%AddedHolders
Q3 20219,974$783.0K0.1%+346+3.6%AddedHolders
Q2 20219,628$706.0K0.1%−5−0.1%ReducedHolders
Q1 20219,633$728.0K0.1%––Holders

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