Atticus Wealth Management, LLC

SEC CIK: 0001800234
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Atticus 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 overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 20,645
Value: $1.81M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Atticus Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,645	$1.81M	0.4%	−390−1.9%	Reduced	Holders
Q1 2026	21,035	$1.95M	0.5%	−1,170−5.3%	Reduced	Holders
Q4 2025	22,205	$1.78M	0.4%	+37+0.2%	Added	Holders
Q3 2025	22,168	$1.67M	0.4%	−1,530−6.5%	Reduced	Holders
Q2 2025	23,698	$1.65M	0.4%	+3,598+17.9%	Added	Holders
Q1 2025	20,100	$1.42M	0.5%	−1,105−5.2%	Reduced	Holders
Q4 2024	21,205	$1.52M	0.5%	+18+0.1%	Added	Holders
Q3 2024	21,187	$1.79M	0.6%	+2,807+15.3%	Added	Holders
Q2 2024	18,380	$1.30M	0.4%	−33−0.2%	Reduced	Holders
Q1 2024	18,413	$1.18M	0.4%	−163−0.9%	Reduced	Holders
Q4 2023	18,576	$1.13M	0.4%	−2,075−10.0%	Reduced	Holders
Q3 2023	20,651	$1.18M	0.5%	−649−3.0%	Reduced	Holders
Q2 2023	21,300	$1.58M	0.6%	+76+0.4%	Added	Holders
Q1 2023	21,224	$1.64M	0.6%	−522−2.4%	Reduced	Holders
Q4 2022	21,746	$1.82M	0.7%	+102+0.5%	Added	Holders
Q3 2022	21,644	$1.68M	0.8%	00.0%	Unchanged	Holders
Q2 2022	21,644	$1.68M	0.7%	+265+1.2%	Added	Holders
Q1 2022	21,379	$1.81M	0.7%	+78+0.4%	Added	Holders
Q4 2021	21,301	$1.99M	0.8%	+1,264+6.3%	Added	Holders
Q3 2021	20,037	$1.57M	0.7%	−26−0.1%	Reduced	Holders
Q2 2021	20,063	$1.47M	0.6%	+62+0.3%	Added	Holders
Q1 2021	20,001	$1.51M	0.7%	–	–	Holders

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