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Livermore
Livermore
ZHEN

Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Plotkin 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)
5,425
Value
$476.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,425$476.2K0.2%00.0%UnchangedHolders
Q1 20265,425$503.9K0.3%00.0%UnchangedHolders
Q4 20255,425$435.5K0.2%00.0%UnchangedHolders
Q3 20255,425$409.5K0.2%00.0%UnchangedHolders
Q2 20255,425$376.6K0.2%−100−1.8%ReducedHolders
Q1 20255,525$391.7K0.2%−275−4.7%ReducedHolders
Q4 20245,800$415.8K0.2%00.0%UnchangedHolders
Q3 20245,800$490.3K0.3%+400+7.4%AddedHolders
Q2 20245,400$382.4K0.2%00.0%UnchangedHolders
Q1 20245,400$345.1K0.2%00.0%UnchangedHolders
Q4 20235,400$328.0K0.2%00.0%UnchangedHolders
Q3 20235,400$309.4K0.3%−45−0.8%ReducedHolders
Q2 20235,445$404.0K0.3%+245+4.7%AddedHolders
Q1 20235,200$400.8K0.4%00.0%UnchangedHolders
Q4 20225,200$434.7K0.4%00.0%UnchangedHolders
Q3 20225,200$407.7K0.4%00.0%UnchangedHolders
Q2 20225,200$402.8K0.4%00.0%UnchangedHolders
Q1 20225,200$440.5K0.3%00.0%UnchangedHolders
Q4 20215,200$485.5K0.3%−920−15.0%ReducedHolders
Q3 20216,120$480.5K0.3%00.0%UnchangedHolders
Q2 20216,120$448.5K0.2%−48−0.8%ReducedHolders
Q1 20216,168$466.4K0.3%––Holders

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