Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Evercore Wealth Management, LLC, 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): 176,414
Value: $15.5M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	176,414	$15.5M	0.2%	+1,557+0.9%	Added	Holders
Q1 2026	174,857	$16.2M	0.3%	+2,189+1.3%	Added	Holders
Q4 2025	172,668	$13.9M	0.2%	+5,049+3.0%	Added	Holders
Q3 2025	167,619	$12.7M	0.2%	+3,958+2.4%	Added	Holders
Q2 2025	163,661	$11.4M	0.2%	+16,409+11.1%	Added	Holders
Q1 2025	147,252	$10.4M	0.2%	−3,271−2.2%	Reduced	Holders
Q4 2024	150,523	$10.8M	0.2%	+1,488+1.0%	Added	Holders
Q3 2024	149,035	$12.6M	0.2%	+1,596+1.1%	Added	Holders
Q2 2024	147,439	$10.4M	0.2%	+36,089+32.4%	Added	Holders
Q1 2024	111,350	$7.12M	0.1%	+43,733+64.7%	Added	Holders
Q4 2023	67,617	$4.11M	0.1%	−11,583−14.6%	Reduced	Holders
Q3 2023	79,200	$4.54M	0.1%	−509−0.6%	Reduced	Holders
Q2 2023	79,709	$5.91M	0.1%	+565+0.7%	Added	Holders
Q1 2023	79,144	$6.10M	0.1%	−768−1.0%	Reduced	Holders
Q4 2022	79,912	$6.68M	0.1%	+3,458+4.5%	Added	Holders
Q3 2022	76,454	$6.00M	0.1%	−1,815−2.3%	Reduced	Holders
Q2 2022	78,269	$6.06M	0.1%	+10,000+14.6%	Added	Holders
Q1 2022	68,269	$5.78M	0.1%	−1,200−1.7%	Reduced	Holders
Q4 2021	69,469	$6.49M	0.1%	−4,255−5.8%	Reduced	Holders
Q3 2021	73,724	$5.79M	0.1%	−1,880−2.5%	Reduced	Holders
Q2 2021	75,604	$5.54M	0.1%	−908−1.2%	Reduced	Holders
Q1 2021	76,512	$5.79M	0.1%	–	–	Holders

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