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Livermore
Livermore
ZHEN

Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Keystone Financial Group, 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)
16,772
Value
$1.47M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,772$1.47M0.1%+127+0.8%AddedHolders
Q1 202616,645$1.55M0.1%−65−0.4%ReducedHolders
Q4 202516,710$1.34M0.1%+160+1.0%AddedHolders
Q3 202516,550$1.26M0.1%+1,234+8.1%AddedHolders
Q2 202515,316$1.06M0.1%+88+0.6%AddedHolders
Q1 202515,228$1.08M0.1%+277+1.9%AddedHolders
Q4 202414,951$1.07M0.1%+1,186+8.6%AddedHolders
Q3 202413,765$1.16M0.1%+2,851+26.1%AddedHolders
Q2 202410,914$772.9K0.3%−201−1.8%ReducedHolders
Q1 202411,115$710.4K0.1%+2,118+23.5%AddedHolders
Q4 20238,997$546.5K0.1%−93−1.0%ReducedHolders
Q3 20239,090$520.8K0.1%+2,335+34.6%AddedHolders
Q2 20236,755$501.2K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20226,633$554.5K0.1%+501+8.2%AddedHolders
Q3 20226,132$481.0K0.1%+18+0.3%AddedHolders
Q2 20226,114$474.0K0.1%+1,944+46.6%AddedHolders
Q1 20224,170$353.0K0.1%+49+1.2%AddedHolders
Q4 20214,121$385.0K0.1%+35+0.9%AddedHolders
Q3 20214,086$321.0K0.1%−16−0.4%ReducedHolders
Q2 20214,102$301.0K0.1%+136+3.4%AddedHolders
Q1 20213,966$300.0K0.1%––Holders

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