Venturi Wealth Management, LLC

SEC CIK: 0001666363
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Venturi Wealth Management, 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): 21,232
Value: $1.86M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Venturi Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,232	$1.86M	0.1%	+1,180+5.9%	Added	Holders
Q1 2026	20,052	$1.86M	0.1%	−1,554−7.2%	Reduced	Holders
Q4 2025	21,606	$1.73M	0.1%	+1,468+7.3%	Added	Holders
Q3 2025	20,138	$1.52M	0.1%	−3,436−14.6%	Reduced	Holders
Q2 2025	23,574	$1.64M	0.1%	−3,126−11.7%	Reduced	Holders
Q1 2025	26,700	$1.89M	0.1%	+565+2.2%	Added	Holders
Q4 2024	26,135	$1.87M	0.1%	−355−1.3%	Reduced	Holders
Q3 2024	26,490	$2.24M	0.1%	−440−1.6%	Reduced	Holders
Q2 2024	26,930	$1.91M	0.1%	−1,264−4.5%	Reduced	Holders
Q1 2024	28,194	$1.80M	0.1%	−1,134−3.9%	Reduced	Holders
Q4 2023	29,328	$1.78M	0.1%	−1,131−3.7%	Reduced	Holders
Q3 2023	30,459	$1.74M	0.1%	−4,660−13.3%	Reduced	Holders
Q2 2023	35,119	$2.61M	0.2%	−3,588−9.3%	Reduced	Holders
Q1 2023	38,707	$2.98M	0.2%	−2,907−7.0%	Reduced	Holders
Q4 2022	41,614	$3.48M	0.3%	+6,632+19.0%	Added	Holders
Q3 2022	34,982	$2.74M	0.3%	+249+0.7%	Added	Holders
Q2 2022	34,733	$2.69M	0.2%	+479+1.4%	Added	Holders
Q1 2022	34,254	$2.90M	0.2%	−13,019−27.5%	Reduced	Holders
Q4 2021	47,273	$4.41M	0.3%	+480+1.0%	Added	Holders
Q3 2021	46,793	$3.67M	0.3%	−3,417−6.8%	Reduced	Holders
Q2 2021	50,210	$3.68M	0.3%	−2,092−4.0%	Reduced	Holders
Q1 2021	52,302	$3.96M	0.4%	–	–	Holders

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