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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Centric 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 Q2 2026 holdings

Shares (Q2 2026)
11,405
Value
$1.09M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of NEE by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,405$1.09M0.2%00.0%UnchangedHolders
Q1 202611,405$1.09M0.2%−1,070−8.6%ReducedHolders
Q4 202512,475$1.08M0.2%−612−4.7%ReducedHolders
Q3 202513,087$1.07M0.2%+81+0.6%AddedHolders
Q2 202513,006$941.8K0.2%+136+1.1%AddedHolders
Q1 202512,870$912.3K0.2%+593+4.8%AddedHolders
Q4 202412,277$880.1K0.2%00.0%UnchangedHolders
Q3 202412,277$914.9K0.2%−360−2.8%ReducedHolders
Q2 202412,637$938.4K0.3%+218+1.8%AddedHolders
Q1 202412,419$831.7K0.3%+12,419NewHolders
Q4 20230$00.0%−3,660−100.0%Sold outHolders
Q3 20233,660$209.7K0.1%00.0%UnchangedHolders
Q2 20233,660$262.5K0.1%−86−2.3%ReducedHolders
Q1 20233,746$288.7K0.1%00.0%UnchangedHolders
Q4 20223,746$313.2K0.2%−616−14.1%ReducedHolders
Q3 20224,362$342.0K0.1%−41−0.9%ReducedHolders
Q2 20224,403$341.0K0.1%+29+0.7%AddedHolders
Q1 20224,374$371.0K0.1%00.0%UnchangedHolders
Q4 20214,374$408.0K0.1%−92−2.1%ReducedHolders
Q3 20214,466$351.0K0.1%00.0%UnchangedHolders
Q2 20214,466$327.0K0.1%+452+11.3%AddedHolders
Q1 20214,014$303.0K0.1%––Holders

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