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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by CWS Financial Advisors, 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)
7,559
Value
$663.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,559$663.4K0.1%−271−3.5%ReducedHolders
Q1 20267,830$727.2K0.2%−126−1.6%ReducedHolders
Q4 20257,956$638.7K0.2%−55−0.7%ReducedHolders
Q3 20258,011$604.8K0.2%+5+0.1%AddedHolders
Q2 20258,006$555.8K0.2%+5+0.1%AddedHolders
Q1 20258,001$567.2K0.2%+5+0.1%AddedHolders
Q4 20247,996$573.2K0.2%+4+0.1%AddedHolders
Q3 20247,992$675.5K0.2%+4+0.1%AddedHolders
Q2 20247,988$565.6K0.2%−79−1.0%ReducedHolders
Q1 20248,067$515.5K0.2%−1,434−15.1%ReducedHolders
Q4 20239,501$577.1K0.2%+49+0.5%AddedHolders
Q3 20239,452$541.5K0.2%−98−1.0%ReducedHolders
Q2 20239,550$708.6K0.3%−412−4.1%ReducedHolders
Q1 20239,962$767.8K0.3%−2,355−19.1%ReducedHolders
Q4 202212,317$931.0K0.4%+2,577+26.5%AddedHolders
Q3 20229,740$764.0K0.4%+581+6.3%AddedHolders
Q2 20229,159$709.0K0.3%−2,722−22.9%ReducedHolders
Q1 202211,881$1.01M0.4%+30.0%AddedHolders
Q4 202111,878$1.11M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202112,078$885.0K0.4%−239−1.9%ReducedHolders
Q1 202112,317$931.0K0.4%––Holders

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