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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Regent Peak Wealth 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)
7,351
Value
$645.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,351$645.2K0.1%+82+1.1%AddedHolders
Q1 20267,269$675.1K0.1%+140+2.0%AddedHolders
Q4 20257,129$572.3K0.1%−235−3.2%ReducedHolders
Q3 20257,364$555.9K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20257,041$499.1K0.1%−29−0.4%ReducedHolders
Q4 20247,070$506.9K0.1%−55−0.8%ReducedHolders
Q3 20247,125$602.3K0.1%−18−0.3%ReducedHolders
Q2 20247,143$505.8K0.1%+99+1.4%AddedHolders
Q1 20247,044$450.2K0.1%+325+4.8%AddedHolders
Q4 20236,719$408.1K0.1%+105+1.6%AddedHolders
Q3 20236,614$378.9K0.1%−563−7.8%ReducedHolders
Q2 20237,177$532.5K0.2%−35−0.5%ReducedHolders
Q1 20237,212$555.9K0.2%−363−4.8%ReducedHolders
Q4 20227,575$633.3K0.2%+471+6.6%AddedHolders
Q3 20227,104$557.0K0.2%+164+2.4%AddedHolders
Q2 20226,940$537.0K0.2%+287+4.3%AddedHolders
Q1 20226,653$564.0K0.2%−49−0.7%ReducedHolders
Q4 20216,702$626.0K0.2%+251+3.9%AddedHolders
Q3 20216,451$507.0K0.1%+33+0.5%AddedHolders
Q2 20216,418$500.0K0.1%+250+4.1%AddedHolders
Q1 20216,168$466.0K0.2%––Holders

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