RFG Advisory, LLC

SEC CIK: 0001633387
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by RFG Advisory, 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): 43,944
Value: $3.86M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by RFG Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	43,944	$3.86M	0.1%	−784−1.8%	Reduced	Holders
Q1 2026	44,728	$4.15M	0.1%	−6,547−12.8%	Reduced	Holders
Q4 2025	51,275	$4.12M	0.1%	−606−1.2%	Reduced	Holders
Q3 2025	51,881	$3.92M	0.1%	−3,116−5.7%	Reduced	Holders
Q2 2025	54,997	$3.82M	0.1%	+5,761+11.7%	Added	Holders
Q1 2025	49,236	$3.49M	0.1%	−29,546−37.5%	Reduced	Holders
Q4 2024	78,782	$5.65M	0.2%	+8,673+12.4%	Added	Holders
Q3 2024	70,109	$5.93M	0.2%	+11,172+19.0%	Added	Holders
Q2 2024	58,937	$4.17M	0.1%	+4,048+7.4%	Added	Holders
Q1 2024	54,889	$3.51M	0.1%	+28,020+104.3%	Added	Holders
Q4 2023	26,869	$1.63M	0.1%	−5,792−17.7%	Reduced	Holders
Q3 2023	32,661	$1.87M	0.1%	−9,338−22.2%	Reduced	Holders
Q2 2023	41,999	$3.12M	0.1%	−1,465−3.4%	Reduced	Holders
Q1 2023	43,464	$3.35M	0.2%	−456−1.0%	Reduced	Holders
Q4 2022	43,920	$3.28M	0.2%	−2,519−5.4%	Reduced	Holders
Q3 2022	46,439	$3.63M	0.2%	−928−2.0%	Reduced	Holders
Q2 2022	47,367	$4.17M	0.2%	+3,977+9.2%	Added	Holders
Q1 2022	43,390	$3.68M	0.2%	+384+0.9%	Added	Holders
Q4 2021	43,006	$4.01M	0.3%	−2,495−5.5%	Reduced	Holders
Q3 2021	45,501	$3.57M	0.3%	+3,172+7.5%	Added	Holders
Q2 2021	42,329	$3.10M	0.3%	+2,496+6.3%	Added	Holders
Q1 2021	39,833	$3.01M	0.3%	–	–	Holders

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