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Campbell Wealth Management

SEC CIK
0001736648
Latest filing
Jan 30, 2025

NEE holding history

Nextera Energy Inc in every 13F filed by Campbell Wealth Management, 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 Q4 2024 holdings

Shares (Q4 2024)
13,775
Value
$988.0K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of NEE by Campbell Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202413,775$988.0K0.1%+2,486+22.0%AddedHolders
Q3 202411,289$954.0K0.1%+575+5.4%AddedHolders
Q2 202410,714$759.0K0.2%00.0%UnchangedHolders
Q1 202410,714$685.0K0.1%+2,376+28.5%AddedHolders
Q4 20238,338$506.0K0.1%−796−8.7%ReducedHolders
Q3 20239,134$523.0K0.1%+295+3.3%AddedHolders
Q2 20238,839$656.0K0.1%00.0%UnchangedHolders
Q1 20238,839$681.0K0.1%−84−0.9%ReducedHolders
Q4 20228,923$746.0K0.1%+30+0.3%AddedHolders
Q3 20228,893$697.0K0.1%+1,044+13.3%AddedHolders
Q2 20227,849$608.0K0.1%−1,025−11.6%ReducedHolders
Q1 20228,874$752.0K0.1%00.0%UnchangedHolders
Q4 20218,874$828.0K0.1%00.0%UnchangedHolders
Q3 20218,874$697.0K0.1%+54+0.6%AddedHolders
Q2 20218,820$646.0K0.1%00.0%UnchangedHolders
Q1 20218,820$667.0K0.1%––Holders

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