Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Captrust Financial Advisors, 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): 1,381,141
Value: $121.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,381,141	$121.2M	0.2%	+36,559+2.7%	Added	Holders
Q1 2026	1,344,582	$124.9M	0.2%	+912,054+210.9%	Added	Holders
Q4 2025	432,528	$34.7M	0.1%	+27,325+6.7%	Added	Holders
Q3 2025	405,203	$30.6M	0.1%	+549+0.1%	Added	Holders
Q2 2025	404,654	$28.1M	0.1%	−9,943−2.4%	Reduced	Holders
Q1 2025	414,597	$29.4M	0.1%	+117,917+39.7%	Added	Holders
Q4 2024	296,680	$21.3M	0.1%	−468−0.2%	Reduced	Holders
Q3 2024	297,148	$25.1M	0.1%	+268+0.1%	Added	Holders
Q2 2024	296,880	$21.0M	0.1%	+12,372+4.3%	Added	Holders
Q1 2024	284,508	$18.2M	0.1%	−89,136−23.9%	Reduced	Holders
Q4 2023	373,644	$22.7M	0.1%	+1,907+0.5%	Added	Holders
Q3 2023	371,737	$21.3M	0.1%	+11,226+3.1%	Added	Holders
Q2 2023	360,511	$26.7M	0.1%	+7,743+2.2%	Added	Holders
Q1 2023	352,768	$27.2M	0.1%	+1,830+0.5%	Added	Holders
Q4 2022	350,938	$29.3M	0.1%	+9,039+2.6%	Added	Holders
Q3 2022	341,899	$26.8M	0.2%	+40,372+13.4%	Added	Holders
Q2 2022	301,527	$23.4M	0.2%	+6,395+2.2%	Added	Holders
Q1 2022	295,132	$25.0M	0.2%	+54,652+22.7%	Added	Holders
Q4 2021	240,480	$22.5M	0.2%	−2,714−1.1%	Reduced	Holders
Q3 2021	243,194	$19.1M	0.2%	+90,124+58.9%	Added	Holders
Q2 2021	153,070	$11.2M	0.1%	+2,731+1.8%	Added	Holders
Q1 2021	150,339	$11.4M	0.1%	–	–	Holders

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