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Livermore
Livermore
ZHEN

Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Measured Wealth Private Client Group, 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)
4,220
Value
$370.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,220$370.4K0.1%00.0%UnchangedHolders
Q1 20264,220$392.0K0.1%00.0%UnchangedHolders
Q4 20254,220$338.8K0.1%−68−1.6%ReducedHolders
Q3 20254,288$323.7K0.1%00.0%UnchangedHolders
Q2 20254,288$297.7K0.1%−20.0%ReducedHolders
Q1 20254,290$304.1K0.1%−637−12.9%ReducedHolders
Q4 20244,927$353.2K0.1%00.0%UnchangedHolders
Q3 20244,927$416.5K0.1%−1,414−22.3%ReducedHolders
Q2 20246,341$449.0K0.2%+53+0.8%AddedHolders
Q1 20246,288$401.9K0.1%+197+3.2%AddedHolders
Q4 20236,091$370.0K0.1%−193−3.1%ReducedHolders
Q3 20236,284$360.0K0.1%−140−2.2%ReducedHolders
Q2 20236,424$476.7K0.2%−10.0%ReducedHolders
Q1 20236,425$495.2K0.2%−138−2.1%ReducedHolders
Q4 20226,563$548.7K0.2%00.0%UnchangedHolders
Q3 20226,563$515.0K0.2%−300−4.4%ReducedHolders
Q2 20226,863$532.0K0.2%−26−0.4%ReducedHolders
Q1 20226,889$584.0K0.2%−119−1.7%ReducedHolders
Q4 20217,008$654.0K0.2%+22+0.3%AddedHolders
Q3 20216,986$549.0K0.2%−4,116−37.1%ReducedHolders
Q2 202111,102$814.0K0.3%−110−1.0%ReducedHolders
Q1 202111,212$848.0K0.3%––Holders

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