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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Bogart Wealth, 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)
1,861
Value
$163.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,861$163.3K<0.1%+24+1.3%AddedHolders
Q1 20261,837$170.6K<0.1%+38+2.1%AddedHolders
Q4 20251,799$144.4K<0.1%−50−2.7%ReducedHolders
Q3 20251,849$139.6K<0.1%−293−13.7%ReducedHolders
Q2 20252,142$148.7K<0.1%+569+36.2%AddedHolders
Q1 20251,573$111.5K<0.1%−50,299−97.0%ReducedHolders
Q4 202451,872$3.72M0.2%−28−0.1%ReducedHolders
Q3 202451,900$4.39M0.2%+34+0.1%AddedHolders
Q2 202451,866$3.67M0.2%−16,758−24.4%ReducedHolders
Q1 202468,624$4.39M0.2%−8,696−11.2%ReducedHolders
Q4 202377,320$4.70M0.3%+2,506+3.3%AddedHolders
Q3 202374,814$4.29M0.3%+13,397+21.8%AddedHolders
Q2 202361,417$4.56M0.3%+2,330+3.9%AddedHolders
Q1 202359,087$4.55M0.3%+7,284+14.1%AddedHolders
Q4 202251,803$4.33M0.3%+8,017+18.3%AddedHolders
Q3 202243,786$3.43M0.3%−10,693−19.6%ReducedHolders
Q2 202254,479$4.22M0.4%+8,454+18.4%AddedHolders
Q1 202246,025$3.90M0.3%+6,891+17.6%AddedHolders
Q4 202139,134$3.65M0.3%+4,298+12.3%AddedHolders
Q3 202134,836$2.73M0.3%+5,281+17.9%AddedHolders
Q2 202129,555$2.17M0.2%+5,289+21.8%AddedHolders
Q1 202124,266$1.83M0.3%––Holders

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