Skip to main content
Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by HighMark 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of NEE by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−79−100.0%Sold outHolders
Q1 202679$7.34K<0.1%−31−28.2%ReducedHolders
Q4 2025110$8.83K<0.1%−40−26.7%ReducedHolders
Q3 2025150$11.3K<0.1%−9−5.7%ReducedHolders
Q2 2025159$11.0K<0.1%00.0%UnchangedHolders
Q1 2025159$11.3K<0.1%+18+12.8%AddedHolders
Q4 2024141$10.1K<0.1%−33−19.0%ReducedHolders
Q3 2024174$14.7K<0.1%−51−22.7%ReducedHolders
Q2 2024225$15.9K<0.1%+22+10.8%AddedHolders
Q1 2024203$16.0K<0.1%+40+24.5%AddedHolders
Q4 2023163$9.90K<0.1%00.0%UnchangedHolders
Q3 2023163$9.34K<0.1%00.0%UnchangedHolders
Q2 2023163$12.1K<0.1%+4+2.5%AddedHolders
Q1 2023159$12.3K<0.1%00.0%UnchangedHolders
Q4 2022159$13.3K<0.1%+16+11.2%AddedHolders
Q3 2022143$11.0K<0.1%−4−2.7%ReducedHolders
Q2 2022147$11.0K<0.1%+30+25.6%AddedHolders
Q1 2022117$10.0K<0.1%+12+11.4%AddedHolders
Q4 2021105$10.0K<0.1%00.0%UnchangedHolders
Q3 2021105$8.00K<0.1%−9−7.9%ReducedHolders
Q2 2021114$8.00K<0.1%−21−15.6%ReducedHolders
Q1 2021135$10.0K<0.1%––Holders

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