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Livermore
Livermore
ZHEN

Asset Dedication, LLC

SEC CIK
0001475896
Latest filing
Jul 30, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Asset Dedication, 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)
2,944
Value
$258.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Asset Dedication, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,944$258.4K<0.1%−316−9.7%ReducedHolders
Q1 20263,260$302.8K<0.1%−589−15.3%ReducedHolders
Q4 20253,849$309.0K<0.1%+58+1.5%AddedHolders
Q3 20253,791$286.2K<0.1%+648+20.6%AddedHolders
Q2 20253,143$218.2K<0.1%−114−3.5%ReducedHolders
Q1 20253,257$230.9K<0.1%−721−18.1%ReducedHolders
Q4 20243,978$285.2K<0.1%−5,422−57.7%ReducedHolders
Q3 20249,400$794.6K0.1%−6,561−41.1%ReducedHolders
Q2 202415,961$1.13M0.1%+164+1.0%AddedHolders
Q1 202415,797$1.02M0.1%−9,450−37.4%ReducedHolders
Q4 202325,247$1.54M0.1%−110−0.4%ReducedHolders
Q3 202325,357$1.45M0.1%+2,475+10.8%AddedHolders
Q2 202322,882$1.70M0.1%+2,614+12.9%AddedHolders
Q1 202320,268$1.56M0.1%+2,655+15.1%AddedHolders
Q4 202217,613$1.48M0.2%+1,916+12.2%AddedHolders
Q3 202215,697$1.23M0.1%+495+3.3%AddedHolders
Q2 202215,202$1.18M0.2%+1,516+11.1%AddedHolders
Q1 202213,686$1.16M0.1%+9,516+228.2%AddedHolders
Q4 20214,170$391.0K<0.1%+336+8.8%AddedHolders
Q3 20213,834$302.0K<0.1%+1,129+41.7%AddedHolders
Q2 20212,705$202.0K<0.1%+2,314+591.8%AddedHolders
Q1 2021391$31.0K<0.1%––Holders

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