Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Arkadios Wealth Advisors, 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): 189,577
Value: $16.6M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	189,577	$16.6M	0.3%	+13,410+7.6%	Added	Holders
Q1 2026	176,167	$16.4M	0.3%	+5,889+3.5%	Added	Holders
Q4 2025	170,278	$13.7M	0.3%	+47,407+38.6%	Added	Holders
Q3 2025	122,871	$9.28M	0.2%	+17,772+16.9%	Added	Holders
Q2 2025	105,099	$7.30M	0.2%	+18,627+21.5%	Added	Holders
Q1 2025	86,472	$6.13M	0.2%	+66,860+340.9%	Added	Holders
Q4 2024	19,612	$1.41M	0.1%	−3,222−14.1%	Reduced	Holders
Q3 2024	22,834	$1.93M	0.1%	+5,196+29.5%	Added	Holders
Q2 2024	17,638	$1.25M	0.1%	+2,910+19.8%	Added	Holders
Q1 2024	14,728	$941.3K	0.1%	−483−3.2%	Reduced	Holders
Q4 2023	15,211	$923.9K	0.1%	−2,139−12.3%	Reduced	Holders
Q3 2023	17,350	$994.0K	0.1%	+780+4.7%	Added	Holders
Q2 2023	16,570	$1.23M	0.1%	−390−2.3%	Reduced	Holders
Q1 2023	16,960	$1.31M	0.2%	−264−1.5%	Reduced	Holders
Q4 2022	17,224	$1.44M	0.2%	−77−0.4%	Reduced	Holders
Q3 2022	17,301	$1.36M	0.2%	+2,618+17.8%	Added	Holders
Q2 2022	14,683	$1.14M	0.2%	−1,006−6.4%	Reduced	Holders
Q1 2022	15,689	$1.33M	0.2%	+3,195+25.6%	Added	Holders
Q4 2021	12,494	$1.17M	0.2%	+742+6.3%	Added	Holders
Q3 2021	11,752	$922.0K	0.1%	−1,465−11.1%	Reduced	Holders
Q2 2021	13,217	$968.0K	0.1%	+27+0.2%	Added	Holders
Q1 2021	13,190	$997.0K	0.2%	–	–	Holders

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