Skip to main content

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Mutual 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)
31,144
Value
$2.73M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,144$2.73M0.1%+768+2.5%AddedHolders
Q1 202630,376$2.82M0.1%+2,291+8.2%AddedHolders
Q4 202528,085$2.25M<0.1%+1,208+4.5%AddedHolders
Q3 202526,877$2.24M<0.1%+2,813+11.7%AddedHolders
Q2 202524,064$1.73M<0.1%+256+1.1%AddedHolders
Q1 202523,808$1.57M<0.1%+50.0%AddedHolders
Q4 202423,803$1.70M<0.1%+6,048+34.1%AddedHolders
Q3 202417,755$1.47M<0.1%−426−2.3%ReducedHolders
Q2 202418,181$1.35M<0.1%−3,464−16.0%ReducedHolders
Q1 202421,645$1.38M<0.1%−146−0.7%ReducedHolders
Q4 202321,791$1.32M<0.1%+1,512+7.5%AddedHolders
Q3 202320,279$1.16M<0.1%+1,175+6.2%AddedHolders
Q2 202319,104$1.42M0.1%+1,853+10.7%AddedHolders
Q1 202317,251$1.33M0.1%+1,197+7.5%AddedHolders
Q4 202216,054$1.34M0.1%+717+4.7%AddedHolders
Q3 202215,337$1.20M0.1%−681−4.3%ReducedHolders
Q2 202216,018$1.24M0.1%−374−2.3%ReducedHolders
Q1 202216,392$1.39M0.1%+37+0.2%AddedHolders
Q4 202116,355$1.53M0.1%+344+2.1%AddedHolders
Q3 202116,011$1.26M0.1%−775−4.6%ReducedHolders
Q2 202116,786$1.23M0.1%−2,668−13.7%ReducedHolders
Q1 202119,454$1.47M0.1%––Holders

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