Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 41,082
Value: $3.61M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	41,082	$3.61M	0.2%	+1,644+4.2%	Added	Holders
Q1 2026	39,438	$3.66M	0.2%	−566−1.4%	Reduced	Holders
Q4 2025	40,004	$3.21M	0.2%	−1,348−3.3%	Reduced	Holders
Q3 2025	41,352	$3.12M	0.2%	+5,595+15.6%	Added	Holders
Q2 2025	35,757	$2.48M	0.2%	+806+2.3%	Added	Holders
Q1 2025	34,951	$2.48M	0.2%	−1,505−4.1%	Reduced	Holders
Q4 2024	36,456	$2.61M	0.2%	+1,050+3.0%	Added	Holders
Q3 2024	35,406	$2.99M	0.2%	+939+2.7%	Added	Holders
Q2 2024	34,467	$2.44M	0.2%	+909+2.7%	Added	Holders
Q1 2024	33,558	$2.14M	0.2%	+6,380+23.5%	Added	Holders
Q4 2023	27,178	$1.65M	0.1%	−11,364−29.5%	Reduced	Holders
Q3 2023	38,542	$2.21M	0.2%	−228−0.6%	Reduced	Holders
Q2 2023	38,770	$2.88M	0.3%	−40.0%	Reduced	Holders
Q1 2023	38,774	$2.99M	0.3%	00.0%	Unchanged	Holders
Q4 2022	38,774	$3.24M	0.4%	+5,507+16.6%	Added	Holders
Q3 2022	33,267	$2.61M	0.3%	+2,225+7.2%	Added	Holders
Q2 2022	31,042	$2.40M	0.3%	+2,915+10.4%	Added	Holders
Q1 2022	28,127	$2.38M	0.3%	+5,585+24.8%	Added	Holders
Q4 2021	22,542	$2.10M	0.2%	00.0%	Unchanged	Holders
Q3 2021	22,542	$1.77M	0.2%	00.0%	Unchanged	Holders
Q2 2021	22,542	$1.65M	0.2%	+4,230+23.1%	Added	Holders
Q1 2021	18,312	$1.39M	0.2%	–	–	Holders

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