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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Segment Wealth Management, 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)
21,647
Value
$1.90M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,647$1.90M0.1%+1,379+6.8%AddedHolders
Q1 202620,268$1.88M0.1%−608−2.9%ReducedHolders
Q4 202520,876$1.68M0.1%−207−1.0%ReducedHolders
Q3 202521,083$1.59M0.1%−2,148−9.2%ReducedHolders
Q2 202523,231$1.61M0.1%+514+2.3%AddedHolders
Q1 202522,717$1.61M0.1%+4,199+22.7%AddedHolders
Q4 202418,518$1.33M0.1%−1,040−5.3%ReducedHolders
Q3 202419,558$1.65M0.1%+513+2.7%AddedHolders
Q2 202419,045$1.35M0.1%+3,105+19.5%AddedHolders
Q1 202415,940$1.02M0.1%+120+0.8%AddedHolders
Q4 202315,820$960.9K0.1%−138,123−89.7%ReducedHolders
Q3 2023153,943$8.82M0.9%−5,931−3.7%ReducedHolders
Q2 2023159,874$11.9M1.2%+1,482+0.9%AddedHolders
Q1 2023158,392$12.2M1.4%+1,547+1.0%AddedHolders
Q4 2022156,845$13.1M1.5%+1,661+1.1%AddedHolders
Q3 2022155,184$12.2M1.5%+4,699+3.1%AddedHolders
Q2 2022150,485$11.7M1.5%+5,375+3.7%AddedHolders
Q1 2022145,110$12.3M1.3%+11,151+8.3%AddedHolders
Q4 2021133,959$12.5M1.3%+3,550+2.7%AddedHolders
Q3 2021130,409$10.2M1.2%+4,945+3.9%AddedHolders
Q2 2021125,464$9.19M1.1%+6,558+5.5%AddedHolders
Q1 2021118,906$8.99M1.2%––Holders

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