Brandywine Oak Private Wealth LLC

SEC CIK: 0001764694
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Brandywine Oak Private Wealth 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): 8,225
Value: $721.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Brandywine Oak Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,225	$721.9K	0.1%	−43−0.5%	Reduced	Holders
Q1 2026	8,268	$767.9K	0.1%	+105+1.3%	Added	Holders
Q4 2025	8,163	$655.3K	0.1%	+91+1.1%	Added	Holders
Q3 2025	8,072	$609.4K	0.1%	−38−0.5%	Reduced	Holders
Q2 2025	8,110	$563.0K	0.1%	−199−2.4%	Reduced	Holders
Q1 2025	8,309	$589.0K	0.1%	−1,354−14.0%	Reduced	Holders
Q4 2024	9,663	$692.7K	0.1%	+121+1.3%	Added	Holders
Q3 2024	9,542	$806.6K	0.1%	−10.0%	Reduced	Holders
Q2 2024	9,543	$675.7K	0.1%	−2,150−18.4%	Reduced	Holders
Q1 2024	11,693	$747.3K	0.1%	−5,715−32.8%	Reduced	Holders
Q4 2023	17,408	$1.06M	0.1%	−8,270−32.2%	Reduced	Holders
Q3 2023	25,678	$1.47M	0.2%	−6,779−20.9%	Reduced	Holders
Q2 2023	32,457	$2.41M	0.3%	−881−2.6%	Reduced	Holders
Q1 2023	33,338	$2.57M	0.3%	−1,449−4.2%	Reduced	Holders
Q4 2022	34,787	$2.91M	0.4%	−1,299−3.6%	Reduced	Holders
Q3 2022	36,086	$2.83M	0.4%	−2,090−5.5%	Reduced	Holders
Q2 2022	38,176	$2.96M	0.4%	−128−0.3%	Reduced	Holders
Q1 2022	38,304	$3.24M	0.4%	−97−0.3%	Reduced	Holders
Q4 2021	38,401	$3.58M	0.4%	−716−1.8%	Reduced	Holders
Q3 2021	39,117	$3.07M	0.4%	+3,442+9.6%	Added	Holders
Q2 2021	35,675	$2.61M	0.3%	+21,577+153.1%	Added	Holders
Q1 2021	14,098	$1.06M	0.2%	–	–	Holders

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