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Livermore
Livermore
ZHEN

Legacy Trust

SEC CIK
0001772483
Latest filing
Jul 31, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Legacy Trust, 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)
16,142
Value
$1.42M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of NEE by Legacy Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,142$1.42M0.3%−303−1.8%ReducedHolders
Q1 202616,445$1.53M0.3%−260−1.6%ReducedHolders
Q4 202516,705$1.34M0.3%−160−0.9%ReducedHolders
Q3 202516,865$1.27M0.3%+2,493+17.3%AddedHolders
Q2 202514,372$997.7K0.2%+88+0.6%AddedHolders
Q1 202514,284$1.01M0.2%−191−1.3%ReducedHolders
Q4 202414,475$1.04M0.2%−187−1.3%ReducedHolders
Q3 202414,662$1.24M0.3%+448+3.2%AddedHolders
Q2 202414,214$1.01M0.3%+126+0.9%AddedHolders
Q1 202414,088$900.4K0.2%−60.0%ReducedHolders
Q4 202314,094$856.1K0.2%−79−0.6%ReducedHolders
Q3 202314,173$812.0K0.2%+58+0.4%AddedHolders
Q2 202314,115$1.05M0.3%−257−1.8%ReducedHolders
Q1 202314,372$1.11M0.3%00.0%UnchangedHolders
Q4 202214,372$1.20M0.4%–No prior filingHolders