Annex Advisory Services, LLC

SEC CIK: 0001542287
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Annex Advisory Services, 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): 711,009
Value: $62.4M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Annex Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	711,009	$62.4M	1.1%	+86,585+13.9%	Added	Holders
Q1 2026	624,424	$58.0M	1.1%	+579,790+1,299.0%	Added	Holders
Q4 2025	44,634	$3.58M	0.1%	+57+0.1%	Added	Holders
Q3 2025	44,577	$3.37M	0.1%	−1,678−3.6%	Reduced	Holders
Q2 2025	46,255	$3.21M	0.1%	+32,886+246.0%	Added	Holders
Q1 2025	13,369	$947.7K	<0.1%	−337−2.5%	Reduced	Holders
Q4 2024	13,706	$982.6K	<0.1%	+6,898+101.3%	Added	Holders
Q3 2024	6,808	$575.5K	<0.1%	−556−7.6%	Reduced	Holders
Q2 2024	7,364	$521.4K	<0.1%	+584+8.6%	Added	Holders
Q1 2024	6,780	$433.3K	<0.1%	−379−5.3%	Reduced	Holders
Q4 2023	7,159	$434.9K	<0.1%	−39,345−84.6%	Reduced	Holders
Q3 2023	46,504	$2.66M	0.2%	−40,036−46.3%	Reduced	Holders
Q2 2023	86,540	$6.42M	0.4%	+46,925+118.5%	Added	Holders
Q1 2023	39,615	$3.05M	0.2%	−380−1.0%	Reduced	Holders
Q4 2022	39,995	$3.34M	0.2%	+240+0.6%	Added	Holders
Q3 2022	39,755	$3.12M	0.2%	−6,572−14.2%	Reduced	Holders
Q2 2022	46,327	$3.59M	0.3%	+1,185+2.6%	Added	Holders
Q1 2022	45,142	$3.82M	0.3%	−428−0.9%	Reduced	Holders
Q4 2021	45,570	$4.25M	0.3%	+1,907+4.4%	Added	Holders
Q3 2021	43,663	$3.43M	0.3%	+1,889+4.5%	Added	Holders
Q2 2021	41,774	$3.06M	0.2%	+891+2.2%	Added	Holders
Q1 2021	40,883	$3.09M	0.3%	–	–	Holders

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