Skip to main content
Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Focused Wealth Management, Inc, 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)
9,197
Value
$807.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,197$807.2K0.1%+565+6.5%AddedHolders
Q1 20268,632$801.7K0.1%+210+2.5%AddedHolders
Q4 20258,422$676.1K0.1%−178−2.1%ReducedHolders
Q3 20258,600$649.2K0.1%+7+0.1%AddedHolders
Q2 20258,593$596.5K0.1%+10.0%AddedHolders
Q1 20258,592$609.1K0.1%−765−8.2%ReducedHolders
Q4 20249,357$670.8K0.1%+30+0.3%AddedHolders
Q3 20249,327$788.4K0.1%+36+0.4%AddedHolders
Q2 20249,291$657.9K0.1%+20+0.2%AddedHolders
Q1 20249,271$592.5K0.1%−109−1.2%ReducedHolders
Q4 20239,380$569.7K0.1%+16+0.2%AddedHolders
Q3 20239,364$536.4K0.1%+172+1.9%AddedHolders
Q2 20239,192$682.1K0.1%+13+0.1%AddedHolders
Q1 20239,179$707.5K0.1%+13+0.1%AddedHolders
Q4 20229,166$766.3K0.2%+34+0.4%AddedHolders
Q3 20229,132$716.0K0.2%−1,413−13.4%ReducedHolders
Q2 202210,545$817.0K0.1%+949+9.9%AddedHolders
Q1 20229,596$813.0K0.1%+2,093+27.9%AddedHolders
Q4 20217,503$700.0K0.1%+28+0.4%AddedHolders
Q3 20217,475$587.0K0.1%+31+0.4%AddedHolders
Q2 20217,444$546.0K0.1%+34+0.5%AddedHolders
Q1 20217,410$560.0K0.1%––Holders

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