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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by GWM Advisors 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)
443,671
Value
$38.9M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026443,671$38.9M0.1%+2,089+0.5%AddedHolders
Q1 2026441,582$41.0M0.1%−27,611−5.9%ReducedHolders
Q4 2025469,193$37.7M0.1%+142,887+43.8%AddedHolders
Q3 2025326,306$24.6M0.1%−8,989−2.7%ReducedHolders
Q2 2025335,295$23.3M0.1%−91,799−21.5%ReducedHolders
Q1 2025427,094$30.3M0.2%+91,360+27.2%AddedHolders
Q4 2024335,734$24.1M0.1%+34,474+11.4%AddedHolders
Q3 2024301,260$25.5M0.2%+37,341+14.1%AddedHolders
Q2 2024263,919$18.7M0.1%+17,401+7.1%AddedHolders
Q1 2024246,518$15.8M0.1%−14,536−5.6%ReducedHolders
Q4 2023261,054$15.7M0.1%−13,485−4.9%ReducedHolders
Q3 2023274,539$15.7M0.2%+9,575+3.6%AddedHolders
Q2 2023264,964$19.7M0.2%+15,657+6.3%AddedHolders
Q1 2023249,307$19.1M0.2%+7,460+3.1%AddedHolders
Q4 2022241,847$8.24M0.2%+5,576+2.4%AddedHolders
Q3 2022236,271$18.5M0.3%−34,102−12.6%ReducedHolders
Q2 2022270,373$20.9M0.4%−311,776−53.6%ReducedHolders
Q1 2022582,149$49.3M0.9%+43,439+8.1%AddedHolders
Q4 2021538,710$50.3M0.8%+87,743+19.5%AddedHolders
Q3 2021450,967$35.4M0.9%+20,780+4.8%AddedHolders
Q2 2021430,187$31.5M0.8%+19,051+4.6%AddedHolders
Q1 2021411,136$31.1M0.9%––Holders

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