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Livermore
Livermore
ZHEN

Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Ascent Wealth Partners, 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)
9,536
Value
$837.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,536$837.0K0.1%+1,100+13.0%AddedHolders
Q1 20268,436$783.5K0.1%+87+1.0%AddedHolders
Q4 20258,349$670.3K0.1%−74−0.9%ReducedHolders
Q3 20258,423$635.9K0.1%−18,693−68.9%ReducedHolders
Q2 202527,116$1.84M0.2%−7,780−22.3%ReducedHolders
Q1 202534,896$2.47M0.3%+8,155+30.5%AddedHolders
Q4 202426,741$1.92M0.3%+49+0.2%AddedHolders
Q3 202426,692$2.26M0.3%+130.0%AddedHolders
Q2 202426,679$1.89M0.3%+1,567+6.2%AddedHolders
Q1 202425,112$1.60M0.2%−1,531−5.7%ReducedHolders
Q4 202326,643$1.62M0.3%+2,373+9.8%AddedHolders
Q3 202324,270$1.39M0.3%+78+0.3%AddedHolders
Q2 202324,192$1.76M0.3%+9,168+61.0%AddedHolders
Q1 202315,024$1.16M0.2%+205+1.4%AddedHolders
Q4 202214,819$1.24M0.3%−822−5.3%ReducedHolders
Q3 202215,641$1.23M0.3%−8,119−34.2%ReducedHolders
Q2 202223,760$1.85M0.4%+14,597+159.3%AddedHolders
Q1 20229,163$776.0K0.1%+9,163NewHolders
Q4 20210$00.0%−8,899−100.0%Sold outHolders
Q3 20218,899$699.0K0.1%+299+3.5%AddedHolders
Q2 20218,600$630.0K0.1%00.0%UnchangedHolders
Q1 20218,600$650.0K0.1%––Holders

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