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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Sofos Investments, Inc., 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 Q1 2026 holdings

Shares (Q1 2026)
5,970
Value
$554.5K
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of NEE by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20265,970$554.5K0.1%+10.0%AddedHolders
Q4 20255,969$479.2K0.1%−84−1.4%ReducedHolders
Q3 20256,053$456.9K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20255,981$424.0K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 2024112$7.93K<0.1%−80−41.7%ReducedHolders
Q1 2024192$12.3K<0.1%+187+3,740.0%AddedHolders
Q4 20235$307<0.1%−189−97.4%ReducedHolders
Q3 2023194$11.1K<0.1%+120+162.2%AddedHolders
Q2 202374$9.84K<0.1%−3−3.9%ReducedHolders
Q1 202377$417<0.1%−7−8.3%ReducedHolders
Q4 202284$18.4K0.2%−540−86.5%ReducedHolders
Q3 2022624––+8+1.3%AddedHolders
Q2 2022616––−172−21.8%ReducedHolders
Q1 2022788––−235−23.0%ReducedHolders
Q4 20211,023––+1,016+14,514.3%AddedHolders
Q3 20217––+2+40.0%AddedHolders
Q2 20215––−7−58.3%ReducedHolders
Q1 202112$904<0.1%––Holders

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