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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Aptus Capital 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)
249,800
Value
$21.9M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026249,800$21.9M0.2%+11,755+4.9%AddedHolders
Q1 2026238,045$22.1M0.2%−4,963−2.0%ReducedHolders
Q4 2025243,008$19.5M0.2%+9,891+4.2%AddedHolders
Q3 2025233,117$17.6M0.2%+25,317+12.2%AddedHolders
Q2 2025207,800$14.4M0.1%−47,895−18.7%ReducedHolders
Q1 2025255,695$18.1M0.2%+26,713+11.7%AddedHolders
Q4 2024228,982$16.4M0.2%+47,548+26.2%AddedHolders
Q3 2024181,434$15.3M0.2%+30,965+20.6%AddedHolders
Q2 2024150,469$10.7M0.2%+31,315+26.3%AddedHolders
Q1 2024119,154$7.62M0.2%+10,934+10.1%AddedHolders
Q4 2023108,220$6.57M0.2%−73,631−40.5%ReducedHolders
Q3 2023181,851$10.4M0.3%−8,517−4.5%ReducedHolders
Q2 2023190,368$14.1M0.4%−31,051−14.0%ReducedHolders
Q1 2023221,419$17.1M0.5%+962+0.4%AddedHolders
Q4 2022220,457$18.4M0.6%+26,818+13.8%AddedHolders
Q3 2022193,639$15.2M0.5%−4,635−2.3%ReducedHolders
Q2 2022198,274$15.4M0.5%+32,079+19.3%AddedHolders
Q1 2022166,195$14.1M0.4%+42,148+34.0%AddedHolders
Q4 2021124,047$11.6M0.4%+17,745+16.7%AddedHolders
Q3 2021106,302$8.35M0.3%+12,726+13.6%AddedHolders
Q2 202193,576$6.86M0.3%+1,531+1.7%AddedHolders
Q1 202192,045$6.96M0.4%––Holders

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