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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by AE 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 overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
76,470
Value
$6.71M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,470$6.71M<0.1%−149,998−66.2%ReducedHolders
Q1 2026226,468$21.0M0.1%+36,735+19.4%AddedHolders
Q4 2025189,733$15.2M0.1%+24,005+14.5%AddedHolders
Q3 2025165,728$12.5M0.1%+9,967+6.4%AddedHolders
Q2 2025155,761$10.8M0.1%+104,129+201.7%AddedHolders
Q1 202551,632$3.66M<0.1%−5,706−10.0%ReducedHolders
Q4 202457,338$4.11M<0.1%−7,446−11.5%ReducedHolders
Q3 202464,784$5.48M<0.1%−5,997−8.5%ReducedHolders
Q2 202470,781$5.01M0.1%+6,340+9.8%AddedHolders
Q1 202464,441$4.12M<0.1%−362,869−84.9%ReducedHolders
Q4 2023427,310$25.0M0.1%+44,415+11.6%AddedHolders
Q3 2023382,895$21.9M0.1%+36,925+10.7%AddedHolders
Q2 2023345,970$25.7M0.2%−117,955−25.4%ReducedHolders
Q1 2023463,925$35.8M0.2%−26,338−5.4%ReducedHolders
Q4 2022490,263$41.0M0.3%+39,944+8.9%AddedHolders
Q3 2022450,319$35.3M0.3%−65,636−12.7%ReducedHolders
Q2 2022515,955$40.0M0.3%+51,347+11.1%AddedHolders
Q1 2022464,608$39.4M0.3%+100,380+27.6%AddedHolders
Q4 2021364,228$34.0M0.2%+47,932+15.2%AddedHolders
Q3 2021316,296$24.8M0.2%−25,058−7.3%ReducedHolders
Q2 2021341,354$25.0M0.2%+63,255+22.7%AddedHolders
Q1 2021278,099$21.0M0.2%––Holders

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