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N.E.W. Advisory Services LLC

SEC CIK
0001803456
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by N.E.W. Advisory Services 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)
5,494
Value
$482.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of NEE by N.E.W. Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,494$482.2K<0.1%+51+0.9%AddedHolders
Q1 20265,443$505.5K<0.1%+2,833+108.5%AddedHolders
Q4 20252,610$209.5K<0.1%+634+32.1%AddedHolders
Q3 20251,976$149.1K<0.1%+1+0.1%AddedHolders
Q2 20251,975$137.1K<0.1%−745−27.4%ReducedHolders
Q1 20252,720$192.8K<0.1%+2,720NewHolders
Q4 20240$00.0%−3,276−100.0%Sold outHolders
Q3 20243,276$276.9K<0.1%+262+8.7%AddedHolders
Q2 20243,014$213.4K<0.1%+3,014NewHolders
Q3 20230$00.0%−3,710−100.0%Sold outHolders
Q2 20233,710$275.3K<0.1%−1,183−24.2%ReducedHolders
Q1 20234,893$377.2K0.1%−181−3.6%ReducedHolders
Q4 20225,074$424.2K0.1%+267+5.6%AddedHolders
Q3 20224,807$377.0K0.1%−100−2.0%ReducedHolders
Q2 20224,907$380.0K0.1%+47+1.0%AddedHolders
Q1 20224,860$367.0K0.1%−864−15.1%ReducedHolders
Q4 20215,724$534.0K0.1%00.0%UnchangedHolders
Q3 20215,724$449.0K0.1%+120+2.1%AddedHolders
Q2 20215,604$411.0K0.1%+744+15.3%AddedHolders
Q1 20214,860$367.0K0.1%––Holders

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