Skip to main content

Private Advisory Group LLC

SEC CIK
0001632965
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Private Advisory Group 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)
2,888
Value
$253.5K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of NEE by Private Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,888$253.5K<0.1%+2,888NewHolders
Q1 20240$00.0%−21,648−100.0%Sold outHolders
Q4 202321,648$1.31M0.2%−1,897−8.1%ReducedHolders
Q3 202323,545$1.35M0.3%+668+2.9%AddedHolders
Q2 202322,877$1.70M0.3%+2,003+9.6%AddedHolders
Q1 202320,874$1.61M0.3%+1,399+7.2%AddedHolders
Q4 202219,475$1.63M0.4%−947−4.6%ReducedHolders
Q3 202220,422$1.60M0.4%+9,282+83.3%AddedHolders
Q2 202211,140$863.0K0.2%+711+6.8%AddedHolders
Q1 202210,429$883.0K0.2%+2,387+29.7%AddedHolders
Q4 20218,042$751.0K0.2%+1,264+18.6%AddedHolders
Q3 20216,778$532.0K0.1%+353+5.5%AddedHolders
Q2 20216,425$471.0K0.1%+2,178+51.3%AddedHolders
Q1 20214,247$321.0K0.1%––Holders

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