Scholtz & Company, LLC
- SEC CIK
- 0001606134
- Latest filing
- Aug 11, 2026
NEE holding history
Nextera Energy Inc in every 13F filed by Scholtz & Company, 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)
- 3,827
- Value
- $335.9K
- % of portfolio
- 0.2%
- Quarters held
- 15
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,827 | $335.9K | 0.2% | −400−9.5% | Reduced | Holders |
| Q1 2026 | 4,227 | $392.6K | 0.2% | −432−9.3% | Reduced | Holders |
| Q4 2025 | 4,659 | $374.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 4,659 | $351.7K | 0.2% | +200+4.5% | Added | Holders |
| Q2 2025 | 4,459 | $309.5K | 0.1% | +12+0.3% | Added | Holders |
| Q1 2025 | 4,447 | $315.2K | 0.2% | +4,447 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −2,800−100.0% | Sold out | Holders |
| Q3 2024 | 2,800 | $236.7K | 0.1% | +2,800 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −3,625−100.0% | Sold out | Holders |
| Q4 2023 | 3,625 | $220.0K | 0.1% | +3,625 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −3,510−100.0% | Sold out | Holders |
| Q2 2023 | 3,510 | $260.0K | 0.2% | −30−0.8% | Reduced | Holders |
| Q1 2023 | 3,540 | $273.0K | 0.2% | +3,540 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −12,338−100.0% | Sold out | Holders |
| Q1 2022 | 12,338 | $1.04M | 0.4% | −6,188−33.4% | Reduced | Holders |
| Q4 2021 | 18,526 | $1.73M | 0.6% | −965−5.0% | Reduced | Holders |
| Q3 2021 | 19,491 | $1.53M | 0.5% | +107+0.6% | Added | Holders |
| Q2 2021 | 19,384 | $1.42M | 0.5% | +575+3.1% | Added | Holders |
| Q1 2021 | 18,809 | $1.42M | 0.5% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.