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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Dougherty Wealth Advisers LLC, 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)
3,275
Value
$287.4K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,275$287.4K0.2%00.0%UnchangedHolders
Q1 20263,275$304.2K0.2%00.0%UnchangedHolders
Q4 20253,275$262.9K0.1%00.0%UnchangedHolders
Q3 20253,275$247.2K0.2%00.0%UnchangedHolders
Q2 20253,275$227.4K0.2%00.0%UnchangedHolders
Q1 20253,275$232.2K0.2%00.0%UnchangedHolders
Q4 20243,275$234.8K0.2%00.0%UnchangedHolders
Q3 20243,275$276.8K0.2%−101−3.0%ReducedHolders
Q2 20243,376$239.1K0.2%00.0%UnchangedHolders
Q1 20243,376$215.8K0.2%00.0%UnchangedHolders
Q4 20233,376$205.1K0.2%00.0%UnchangedHolders
Q3 20233,376$193.4K0.2%00.0%UnchangedHolders
Q2 20233,376$250.5K0.3%00.0%UnchangedHolders
Q1 20233,376$260.2K0.4%00.0%UnchangedHolders
Q4 20223,376$282.2K0.5%00.0%UnchangedHolders
Q3 20223,376$265.0K0.5%00.0%UnchangedHolders
Q2 20223,376$262.0K0.5%00.0%UnchangedHolders
Q1 20223,376$286.0K0.4%00.0%UnchangedHolders
Q4 20213,376$315.0K0.4%00.0%UnchangedHolders
Q3 20213,376$265.0K0.4%00.0%UnchangedHolders
Q2 20213,376$247.0K0.4%00.0%UnchangedHolders
Q1 20213,376$255.0K0.4%––Holders

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