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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by EP Wealth Advisors, LLC, 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)
736,854
Value
$64.7M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of NEE by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026736,854$64.7M0.2%+92,245+14.3%AddedHolders
Q1 2026644,609$59.9M0.3%−156,355−19.5%ReducedHolders
Q4 2025800,964$64.3M0.3%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025977,659$67.9M0.4%−38,981−3.8%ReducedHolders
Q1 20251,016,640$72.1M0.6%−21,642−2.1%ReducedHolders
Q4 20241,038,282$74.4M0.6%−18,723−1.8%ReducedHolders
Q3 20241,057,005$89.3M0.8%−104,253−9.0%ReducedHolders
Q2 20241,161,258$82.2M0.9%−48,708−4.0%ReducedHolders
Q1 20241,209,966$77.3M0.9%+15,199+1.3%AddedHolders
Q4 20231,194,767$72.6M0.9%−22,140−1.8%ReducedHolders
Q3 20231,216,907$69.7M1.1%+1,211,123+20,939.2%AddedHolders
Q2 20235,784$91.1M1.4%−6,490,462−99.9%ReducedHolders
Q1 20236,496,246$322.2M6.4%+6,427,979+9,415.9%AddedHolders
Q4 202268,267$5.71M0.1%−1,092−1.6%ReducedHolders
Q3 202269,359$5.44M0.1%+41,925+152.8%AddedHolders
Q2 202227,434$2.13M<0.1%+2,274+9.0%AddedHolders
Q1 202225,160$2.13M<0.1%−1,310−4.9%ReducedHolders
Q4 202126,470$2.47M0.1%+425+1.6%AddedHolders
Q3 202126,045$2.04M0.1%+1,589+6.5%AddedHolders
Q2 202124,456$1.79M<0.1%+6,604+37.0%AddedHolders
Q1 202117,852$1.35M<0.1%––Holders

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