Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

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NEE holding history

Nextera Energy Inc in every 13F filed by Gladstone Institutional Advisory 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): 46,757
Value: $4.10M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	46,757	$4.10M	0.1%	+1,155+2.5%	Added	Holders
Q1 2026	45,602	$4.24M	0.2%	−2,811−5.8%	Reduced	Holders
Q4 2025	48,413	$3.89M	0.1%	−2,875−5.6%	Reduced	Holders
Q3 2025	51,288	$3.87M	0.1%	+586+1.2%	Added	Holders
Q2 2025	50,702	$3.52M	0.1%	−1,681−3.2%	Reduced	Holders
Q1 2025	52,383	$3.71M	0.2%	+2,899+5.9%	Added	Holders
Q4 2024	49,484	$3.55M	0.2%	+2,998+6.4%	Added	Holders
Q3 2024	46,486	$3.93M	0.2%	−11,840−20.3%	Reduced	Holders
Q2 2024	58,326	$4.13M	0.2%	−1,914−3.2%	Reduced	Holders
Q1 2024	60,240	$3.85M	0.2%	−21,473−26.3%	Reduced	Holders
Q4 2023	81,713	$4.96M	0.3%	+175+0.2%	Added	Holders
Q3 2023	81,538	$4.67M	0.3%	−43,668−34.9%	Reduced	Holders
Q2 2023	125,206	$9.29M	0.6%	+13,097+11.7%	Added	Holders
Q1 2023	112,109	$8.64M	0.6%	+62,513+126.0%	Added	Holders
Q4 2022	49,596	$4.15M	0.3%	−14,405−22.5%	Reduced	Holders
Q3 2022	64,001	$5.02M	0.4%	+18,977+42.1%	Added	Holders
Q2 2022	45,024	$3.49M	0.3%	−19,344−30.1%	Reduced	Holders
Q1 2022	64,368	$5.45M	0.4%	+14,600+29.3%	Added	Holders
Q4 2021	49,768	$4.65M	0.4%	+8,878+21.7%	Added	Holders
Q3 2021	40,890	$3.21M	0.3%	+27,327+201.5%	Added	Holders
Q2 2021	13,563	$994.0K	0.1%	+4,919+56.9%	Added	Holders
Q1 2021	8,644	$654.0K	0.1%	–	–	Holders

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