CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by CWM Advisors, 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): 99,838
Value: $8.76M
% of portfolio: 0.4%
Quarters held: 3; Since Q1 2021

Holdings of NEE by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	99,838	$8.76M	0.4%	+99,838	New	Holders
Q3 2021	0	$0	0.0%	−133,304−100.0%	Sold out	Holders
Q2 2021	133,304	$9.77M	1.3%	+14,054+11.8%	Added	Holders
Q1 2021	119,250	$9.02M	1.4%	–	–	Holders

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