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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Smith, Salley & Associates, 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)
364,690
Value
$32.0M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of NEE by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026364,690$32.0M1.4%+925+0.3%AddedHolders
Q1 2026363,765$33.8M1.7%+9,327+2.6%AddedHolders
Q4 2025354,438$28.5M1.4%+3,526+1.0%AddedHolders
Q3 2025350,912$26.5M1.4%+13,187+3.9%AddedHolders
Q2 2025337,725$23.4M1.4%+10,756+3.3%AddedHolders
Q1 2025326,969$23.2M1.5%+33,962+11.6%AddedHolders
Q4 2024293,007$21.0M1.3%+1,865+0.6%AddedHolders
Q3 2024291,142$24.6M1.6%+10,150+3.6%AddedHolders
Q2 2024280,992$19.9M1.4%+10,939+4.1%AddedHolders
Q1 2024270,053$17.3M1.3%−41,656−13.4%ReducedHolders
Q4 2023311,709$18.9M1.2%+59,120+23.4%AddedHolders
Q3 2023252,589$14.5M1.1%+107,891+74.6%AddedHolders
Q2 2023144,698$10.7M0.8%+2,857+2.0%AddedHolders
Q1 2023141,841$10.9M0.9%+133,408+1,582.0%AddedHolders
Q4 20228,433$705.0K0.1%+410+5.1%AddedHolders
Q3 20228,023$629.0K0.1%−41−0.5%ReducedHolders
Q2 20228,064$625.0K0.1%+89+1.1%AddedHolders
Q1 20227,975$676.0K0.1%−57−0.7%ReducedHolders
Q4 20218,032$750.0K0.1%+126+1.6%AddedHolders
Q3 20217,906$621.0K<0.1%00.0%UnchangedHolders
Q2 20217,906$579.0K<0.1%−392−4.7%ReducedHolders
Q1 20218,298$627.0K0.1%––Holders

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