Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Creative Planning, 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): 1,045,998
Value: $91.8M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,045,998	$91.8M	0.1%	−1,899−0.2%	Reduced	Holders
Q1 2026	1,047,897	$97.3M	0.1%	+66,350+6.8%	Added	Holders
Q4 2025	981,547	$78.8M	0.1%	+66,059+7.2%	Added	Holders
Q3 2025	915,488	$69.1M	0.1%	+17,514+2.0%	Added	Holders
Q2 2025	897,974	$62.3M	0.1%	+19,351+2.2%	Added	Holders
Q1 2025	878,623	$62.3M	0.1%	+40,792+4.9%	Added	Holders
Q4 2024	837,831	$60.1M	0.1%	+6,661+0.8%	Added	Holders
Q3 2024	831,170	$70.1M	0.1%	+19,698+2.4%	Added	Holders
Q2 2024	811,472	$57.5M	0.1%	+53,191+7.0%	Added	Holders
Q1 2024	758,281	$48.5M	0.1%	−7,846−1.0%	Reduced	Holders
Q4 2023	766,127	$46.5M	0.1%	−148,711−16.3%	Reduced	Holders
Q3 2023	914,838	$52.4M	0.1%	+192,804+26.7%	Added	Holders
Q2 2023	722,034	$53.6M	0.1%	+11,305+1.6%	Added	Holders
Q1 2023	710,729	$54.8M	0.1%	+7,494+1.1%	Added	Holders
Q4 2022	703,235	$58.8M	0.1%	+22,366+3.3%	Added	Holders
Q3 2022	680,869	$53.4M	0.1%	−36,844−5.1%	Reduced	Holders
Q2 2022	717,713	$55.6M	0.1%	+57,649+8.7%	Added	Holders
Q1 2022	660,064	$55.9M	0.1%	+238,006+56.4%	Added	Holders
Q4 2021	422,058	$39.4M	0.1%	−9,937−2.3%	Reduced	Holders
Q3 2021	431,995	$33.9M	0.1%	+20,408+5.0%	Added	Holders
Q2 2021	411,587	$30.2M	0.1%	−16,039−3.8%	Reduced	Holders
Q1 2021	427,626	$32.3M	0.1%	–	–	Holders

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