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River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by River Wealth 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)
6,919
Value
$607.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,919$607.3K0.1%−117−1.7%ReducedHolders
Q1 20267,036$653.5K0.1%+136+2.0%AddedHolders
Q4 20256,900$553.9K0.1%+2,026+41.6%AddedHolders
Q3 20254,874$367.9K<0.1%+12+0.2%AddedHolders
Q2 20254,862$337.5K<0.1%−64−1.3%ReducedHolders
Q1 20254,926$349.2K<0.1%−11,899−70.7%ReducedHolders
Q4 202416,825$1.21M0.2%−569−3.3%ReducedHolders
Q3 202417,394$1.47M0.2%−606−3.4%ReducedHolders
Q2 202418,000$1.27M0.2%−1,898−9.5%ReducedHolders
Q1 202419,898$1.27M0.2%−4,457−18.3%ReducedHolders
Q4 202324,355$1.48M0.2%−1,524−5.9%ReducedHolders
Q3 202325,879$1.48M0.3%+3,147+13.8%AddedHolders
Q2 202322,732$1.69M0.3%+3,768+19.9%AddedHolders
Q1 202318,964$1.46M0.3%+5,043+36.2%AddedHolders
Q4 202213,921$1.16M0.2%−265−1.9%ReducedHolders
Q3 202214,186$1.11M0.2%−601−4.1%ReducedHolders
Q2 202214,787$1.15M0.2%−258−1.7%ReducedHolders
Q1 202215,045$1.27M0.2%−1,227−7.5%ReducedHolders
Q4 202116,272$1.52M0.2%+488+3.1%AddedHolders
Q3 202115,784$1.24M0.2%+1,351+9.4%AddedHolders
Q2 202114,433$1.06M0.2%+1,517+11.7%AddedHolders
Q1 202112,916$977.0K0.2%––Holders

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