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Livermore
Livermore
ZHEN

Paces Ferry Wealth Advisors, LLC

SEC CIK
0001819919
Latest filing
Aug 13, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Paces Ferry 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)
2,547
Value
$223.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Paces Ferry Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,547$223.6K0.1%−250−8.9%ReducedHolders
Q1 20262,797$259.8K0.1%−21−0.7%ReducedHolders
Q4 20252,818$226.2K0.1%−52−1.8%ReducedHolders
Q3 20252,870$216.7K0.1%−265−8.5%ReducedHolders
Q2 20253,135$217.6K0.1%−261−7.7%ReducedHolders
Q1 20253,396$240.7K0.1%−50−1.5%ReducedHolders
Q4 20243,446$247.0K0.1%−61−1.7%ReducedHolders
Q3 20243,507$296.4K0.2%−7−0.2%ReducedHolders
Q2 20243,514$248.8K0.2%00.0%UnchangedHolders
Q1 20243,514$224.6K0.1%+3,514NewHolders
Q4 20230$00.0%−3,577−100.0%Sold outHolders
Q3 20233,577$204.9K0.2%−915−20.4%ReducedHolders
Q2 20234,492$333.3K0.3%−174−3.7%ReducedHolders
Q1 20234,666$359.7K0.3%+238+5.4%AddedHolders
Q4 20224,428$370.2K0.4%+47+1.1%AddedHolders
Q3 20224,381$344.0K0.4%+17+0.4%AddedHolders
Q2 20224,364$338.0K0.3%+607+16.2%AddedHolders
Q1 20223,757$318.0K0.3%+60+1.6%AddedHolders
Q4 20213,697$345.0K0.2%−89−2.4%ReducedHolders
Q3 20213,786$297.0K0.2%−172−4.3%ReducedHolders
Q2 20213,958$290.0K0.2%+174+4.6%AddedHolders
Q1 20213,784$286.0K0.2%––Holders

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