HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by HCR Wealth Advisors, 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): 36,143
Value: $3.17M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of NEE by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,143	$3.17M	0.3%	−1,015−2.7%	Reduced	Holders
Q1 2026	37,158	$3.45M	0.4%	−2,328−5.9%	Reduced	Holders
Q4 2025	39,486	$3.17M	0.3%	00.0%	Unchanged	Holders
Q3 2025	39,486	$3.09M	0.3%	−525−1.3%	Reduced	Holders
Q2 2025	40,011	$2.78M	0.3%	−343−0.8%	Reduced	Holders
Q1 2025	40,354	$2.86M	0.4%	−62−0.2%	Reduced	Holders
Q4 2024	40,416	$2.90M	0.4%	−327−0.8%	Reduced	Holders
Q3 2024	40,743	$3.44M	0.5%	+106+0.3%	Added	Holders
Q2 2024	40,637	$2.88M	0.4%	+1,754+4.5%	Added	Holders
Q1 2024	38,883	$2.49M	0.4%	−285−0.7%	Reduced	Holders
Q4 2023	39,168	$2.38M	0.4%	+2,656+7.3%	Added	Holders
Q3 2023	36,512	$2.09M	0.5%	−10,593−22.5%	Reduced	Holders
Q2 2023	47,105	$3.50M	0.6%	+454+1.0%	Added	Holders
Q1 2023	46,651	$3.60M	0.7%	−798−1.7%	Reduced	Holders
Q4 2022	47,449	$3.97M	0.8%	+60+0.1%	Added	Holders
Q3 2022	47,389	$3.72M	0.8%	−1,682−3.4%	Reduced	Holders
Q2 2022	49,071	$3.80M	0.8%	−750−1.5%	Reduced	Holders
Q1 2022	49,821	$4.22M	0.7%	+436+0.9%	Added	Holders
Q4 2021	49,385	$4.61M	0.7%	−1,025−2.0%	Reduced	Holders
Q3 2021	50,410	$3.96M	0.7%	−232−0.5%	Reduced	Holders
Q2 2021	50,642	$3.71M	0.6%	−884−1.7%	Reduced	Holders
Q1 2021	51,526	$3.90M	0.8%	–	–	Holders

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