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PRW Wealth Management LLC

SEC CIK
0001760472
Latest filing
Nov 1, 2023

NEE holding history

Nextera Energy Inc in every 13F filed by PRW Wealth Management 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 Q3 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of NEE by PRW Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,714−100.0%Sold outHolders
Q1 20232,714$208.0K0.1%+2+0.1%AddedHolders
Q4 20222,712$226.7K0.1%00.0%UnchangedHolders
Q3 20222,712$213.0K0.1%00.0%UnchangedHolders
Q2 20222,712$210.0K0.1%00.0%UnchangedHolders
Q1 20222,712$229.0K0.1%00.0%UnchangedHolders
Q4 20212,712$254.0K0.1%+2,712NewHolders
Q3 20210$00.0%−35,469−100.0%Sold outHolders
Q2 202135,469$2.60M0.8%+32,757+1,207.9%AddedHolders
Q1 20212,712$205.0K0.1%––Holders

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