Joel Isaacson & Co., LLC

SEC CIK: 0001599330
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Joel Isaacson & Co., 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): 46,746
Value: $4.10M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Joel Isaacson & Co., LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	46,746	$4.10M	0.1%	+155+0.3%	Added	Holders
Q1 2026	46,591	$4.33M	0.1%	+4,080+9.6%	Added	Holders
Q4 2025	42,511	$3.41M	0.1%	+2,994+7.6%	Added	Holders
Q3 2025	39,517	$2.98M	0.1%	+1,638+4.3%	Added	Holders
Q2 2025	37,879	$2.63M	0.1%	+3,298+9.5%	Added	Holders
Q1 2025	34,581	$2.45M	0.1%	+3,194+10.2%	Added	Holders
Q4 2024	31,387	$2.25M	0.1%	+2,538+8.8%	Added	Holders
Q3 2024	28,849	$2.44M	0.1%	−464−1.6%	Reduced	Holders
Q2 2024	29,313	$2.08M	0.1%	+161+0.6%	Added	Holders
Q1 2024	29,152	$1.86M	0.1%	+3,780+14.9%	Added	Holders
Q4 2023	25,372	$1.54M	0.1%	−599−2.3%	Reduced	Holders
Q3 2023	25,971	$1.49M	0.1%	+540+2.1%	Added	Holders
Q2 2023	25,431	$1.89M	0.1%	+50.0%	Added	Holders
Q1 2023	25,426	$1.96M	0.1%	+495+2.0%	Added	Holders
Q4 2022	24,931	$2.08M	0.2%	+139+0.6%	Added	Holders
Q3 2022	24,792	$1.94M	0.2%	+1,113+4.7%	Added	Holders
Q2 2022	23,679	$1.83M	0.2%	+48+0.2%	Added	Holders
Q1 2022	23,631	$1.93M	0.1%	−96−0.4%	Reduced	Holders
Q4 2021	23,727	$2.21M	0.2%	+807+3.5%	Added	Holders
Q3 2021	22,920	$1.80M	0.1%	00.0%	Unchanged	Holders
Q2 2021	22,920	$1.68M	0.1%	00.0%	Unchanged	Holders
Q1 2021	22,920	$1.73M	0.2%	–	–	Holders

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