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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Secure Asset 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of NEE by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−5,611−100.0%Sold outHolders
Q4 20235,611$340.8K0.1%−159−2.8%ReducedHolders
Q3 20235,770$330.6K0.1%−177−3.0%ReducedHolders
Q2 20235,947$441.3K0.1%+55+0.9%AddedHolders
Q1 20235,892$454.2K0.2%+35+0.6%AddedHolders
Q4 20225,857$489.6K0.2%−234−3.8%ReducedHolders
Q3 20226,091$478.0K0.3%+43+0.7%AddedHolders
Q2 20226,048$468.0K0.3%+16+0.3%AddedHolders
Q1 20226,032$511.0K0.2%+905+17.7%AddedHolders
Q4 20215,127$479.0K0.2%+22+0.4%AddedHolders
Q3 20215,105$401.0K0.2%+154+3.1%AddedHolders
Q2 20214,951$363.0K0.2%+5+0.1%AddedHolders
Q1 20214,946$374.0K0.2%––Holders

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