Skip to main content
Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Xcel 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 Q2 2026 holdings

Shares (Q2 2026)
66,724
Value
$5.86M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of NEE by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,724$5.86M1.4%−2,276−3.3%ReducedHolders
Q1 202669,000$6.41M1.8%−4,442−6.0%ReducedHolders
Q4 202573,442$5.90M1.5%−118−0.2%ReducedHolders
Q3 202573,560$5.55M1.4%+868+1.2%AddedHolders
Q2 202572,692$5.05M1.4%+8,458+13.2%AddedHolders
Q1 202564,234$4.55M1.4%+5,869+10.1%AddedHolders
Q4 202458,365$4.18M1.2%−1,855−3.1%ReducedHolders
Q3 202460,220$5.09M1.5%+1,346+2.3%AddedHolders
Q2 202458,874$4.17M1.3%−2,297−3.8%ReducedHolders
Q1 202461,171$3.91M1.2%+11,849+24.0%AddedHolders
Q4 202349,322$3.00M1.1%−8,528−14.7%ReducedHolders
Q3 202357,850$3.31M1.3%+11,111+23.8%AddedHolders
Q2 202346,739$3.47M1.1%+36,170+342.2%AddedHolders
Q1 202310,569$814.7K0.3%−617−5.5%ReducedHolders
Q4 202211,186$935.1K0.4%+68+0.6%AddedHolders
Q3 202211,118$872.0K0.3%00.0%UnchangedHolders
Q2 202211,118$861.0K0.3%+10.0%AddedHolders
Q1 202211,117$942.0K0.3%−1,168−9.5%ReducedHolders
Q4 202112,285$1.15M0.3%+641+5.5%AddedHolders
Q3 202111,644$914.0K0.3%00.0%UnchangedHolders
Q2 202111,644$853.0K0.3%−1,300−10.0%ReducedHolders
Q1 202112,944$979.0K0.3%––Holders

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