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Livermore
Livermore
ZHEN

Great Valley Advisor Group, Inc.

SEC CIK
0001769897
Latest filing
Aug 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Great Valley Advisor Group, Inc., 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)
148,665
Value
$13.0M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Great Valley Advisor Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026148,665$13.0M0.2%+5,432+3.8%AddedHolders
Q1 2026143,233$13.3M0.2%+19,551+15.8%AddedHolders
Q4 2025123,682$9.93M0.2%−13,033−9.5%ReducedHolders
Q3 2025136,715$10.3M0.2%−2,227−1.6%ReducedHolders
Q2 2025138,942$9.65M0.2%−7,775−5.3%ReducedHolders
Q1 2025146,717$10.4M0.2%−6,568−4.3%ReducedHolders
Q4 2024153,285$11.0M0.2%+10,706+7.5%AddedHolders
Q3 2024142,579$12.1M0.3%+3,407+2.4%AddedHolders
Q2 2024139,172$9.85M0.3%+76,905+123.5%AddedHolders
Q1 202462,267$3.98M0.1%−58,308−48.4%ReducedHolders
Q4 2023120,575$7.32M0.3%−27,151−18.4%ReducedHolders
Q3 2023147,726$8.46M0.4%+19,226+15.0%AddedHolders
Q2 2023128,500$9.53M0.4%+11,986+10.3%AddedHolders
Q1 2023116,514$8.98M0.4%+36,084+44.9%AddedHolders
Q4 202280,430$6.72M0.3%+2,033+2.6%AddedHolders
Q3 202278,397$6.15M0.3%+4,519+6.1%AddedHolders
Q2 202273,878$5.72M0.3%+10,161+15.9%AddedHolders
Q1 202263,717$5.61M0.3%+4,824+8.2%AddedHolders
Q4 202158,893$5.17M0.3%−152−0.3%ReducedHolders
Q3 202159,045$4.64M0.3%+2,312+4.1%AddedHolders
Q2 202156,733$4.21M0.3%+7,894+16.2%AddedHolders
Q1 202148,839$3.69M0.4%––Holders

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