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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Personal Cfo Solutions, 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)
12,651
Value
$1.11M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,651$1.11M0.2%+1,196+10.4%AddedHolders
Q1 202611,455$1.06M0.1%−479−4.0%ReducedHolders
Q4 202511,934$958.0K0.2%+240+2.1%AddedHolders
Q3 202511,694$882.8K0.2%−114−1.0%ReducedHolders
Q2 202511,808$819.7K0.2%−164−1.4%ReducedHolders
Q1 202511,972$848.7K0.2%+1,736+17.0%AddedHolders
Q4 202410,236$733.8K0.1%+3,637+55.1%AddedHolders
Q3 20246,599$557.8K0.1%+39+0.6%AddedHolders
Q2 20246,560$464.5K0.1%−9,170−58.3%ReducedHolders
Q1 202415,730$1.01M0.2%+667+4.4%AddedHolders
Q4 202315,063$915.0K0.2%+8,577+132.2%AddedHolders
Q3 20236,486$371.6K0.1%+517+8.7%AddedHolders
Q2 20235,969$442.9K0.1%+91+1.5%AddedHolders
Q1 20235,878$453.0K0.1%+842+16.7%AddedHolders
Q4 20225,036$421.0K0.1%+463+10.1%AddedHolders
Q3 20224,573$359.0K0.1%+57+1.3%AddedHolders
Q2 20224,516$350.0K0.1%+386+9.3%AddedHolders
Q1 20224,130$350.0K0.1%+345+9.1%AddedHolders
Q4 20213,785$353.0K0.1%+600+18.8%AddedHolders
Q3 20213,185$250.0K0.1%+137+4.5%AddedHolders
Q2 20213,048$223.0K<0.1%+320+11.7%AddedHolders
Q1 20212,728$206.0K<0.1%––Holders

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