Diversified Trust Co

SEC CIK: 0001479844
Latest filing: Jul 17, 2026

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NEE holding history

Nextera Energy Inc in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 47,625
Value: $4.18M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Diversified Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	47,625	$4.18M	0.1%	−7,886−14.2%	Reduced	Holders
Q1 2026	55,511	$5.16M	0.1%	+10,280+22.7%	Added	Holders
Q4 2025	45,231	$3.63M	0.1%	+13,266+41.5%	Added	Holders
Q3 2025	31,965	$2.41M	<0.1%	−4,318−11.9%	Reduced	Holders
Q2 2025	36,283	$2.52M	0.1%	−1,157−3.1%	Reduced	Holders
Q1 2025	37,440	$2.65M	0.1%	+4,986+15.4%	Added	Holders
Q4 2024	32,454	$2.33M	0.1%	+1,652+5.4%	Added	Holders
Q3 2024	30,802	$2.60M	0.1%	+3,417+12.5%	Added	Holders
Q2 2024	27,385	$1.94M	0.1%	+489+1.8%	Added	Holders
Q1 2024	26,896	$1.72M	0.1%	−18,973−41.4%	Reduced	Holders
Q4 2023	45,869	$2.79M	0.1%	−4,278−8.5%	Reduced	Holders
Q3 2023	50,147	$2.87M	0.1%	+4,447+9.7%	Added	Holders
Q2 2023	45,700	$3.39M	0.1%	−399−0.9%	Reduced	Holders
Q1 2023	46,099	$3.55M	0.1%	+4,573+11.0%	Added	Holders
Q4 2022	41,526	$3.47M	0.1%	+12,877+44.9%	Added	Holders
Q3 2022	28,649	$2.25M	0.1%	+10,861+61.1%	Added	Holders
Q2 2022	17,788	$1.38M	0.1%	+380+2.2%	Added	Holders
Q1 2022	17,408	$1.48M	0.1%	−117−0.7%	Reduced	Holders
Q4 2021	17,525	$1.64M	0.1%	−1,073−5.8%	Reduced	Holders
Q3 2021	18,598	$1.46M	0.1%	+1,953+11.7%	Added	Holders
Q2 2021	16,645	$1.22M	<0.1%	−7,336−30.6%	Reduced	Holders
Q1 2021	23,981	$1.81M	0.1%	–	–	Holders

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