CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026): 261,178
Value: $24.3M
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of NEE by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	261,178	$24.3M	0.1%	+3,038+1.2%	Added	Holders
Q4 2025	258,140	$20.7M	0.1%	+24,647+10.6%	Added	Holders
Q3 2025	233,493	$17.6M	0.1%	+18,421+8.6%	Added	Holders
Q2 2025	215,072	$14.9M	0.1%	−202,626−48.5%	Reduced	Holders
Q1 2025	417,698	$29.6M	0.1%	+110,842+36.1%	Added	Holders
Q4 2024	306,856	$22.0M	0.1%	−4,790−1.5%	Reduced	Holders
Q3 2024	311,646	$26.3M	0.1%	−12,563−3.9%	Reduced	Holders
Q2 2024	324,209	$23.0M	0.1%	−8,516−2.6%	Reduced	Holders
Q1 2024	332,725	$21.3M	0.1%	+4,914+1.5%	Added	Holders
Q4 2023	327,811	$19.9M	0.1%	−11,583−3.4%	Reduced	Holders
Q3 2023	339,394	$19.4M	0.1%	−14,361−4.1%	Reduced	Holders
Q2 2023	353,755	$26.2M	0.2%	−19,022−5.1%	Reduced	Holders
Q1 2023	372,777	$28.7M	0.2%	+7,344+2.0%	Added	Holders
Q4 2022	365,433	$30.6M	0.2%	+15,627+4.5%	Added	Holders
Q3 2022	349,806	$27.4M	0.2%	+11,153+3.3%	Added	Holders
Q2 2022	338,653	$26.2M	0.2%	+27,450+8.8%	Added	Holders
Q1 2022	311,203	$26.4M	0.2%	+13,018+4.4%	Added	Holders
Q4 2021	298,185	$27.8M	0.2%	–	No prior filing	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	34,580	$2.53M	<0.1%	00.0%	Unchanged	Holders
Q1 2021	34,580	$2.53M	<0.1%	–	–	Holders

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