Skip to main content
Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Jeppson Wealth Management, 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)
8,099
Value
$710.8K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,099$710.8K0.2%+8+0.1%AddedHolders
Q1 20268,091$751.5K0.2%+5+0.1%AddedHolders
Q4 20258,086$649.2K0.2%+10.0%AddedHolders
Q3 20258,085$610.3K0.2%−403−4.7%ReducedHolders
Q2 20258,488$589.2K0.2%+920+12.2%AddedHolders
Q1 20257,568$536.5K0.2%+10.0%AddedHolders
Q4 20247,567$542.5K0.2%+10.0%AddedHolders
Q3 20247,566$639.6K0.2%00.0%UnchangedHolders
Q2 20247,566$535.7K0.2%+26+0.3%AddedHolders
Q1 20247,540$481.9K0.2%−279−3.6%ReducedHolders
Q4 20237,819$474.9K0.2%−2,034−20.6%ReducedHolders
Q3 20239,853$564.5K0.3%+1,895+23.8%AddedHolders
Q2 20237,958$590.5K0.3%−48−0.6%ReducedHolders
Q1 20238,006$617.1K0.3%−52−0.6%ReducedHolders
Q4 20228,058$673.6K0.3%−20−0.2%ReducedHolders
Q3 20228,078$633.0K0.3%+600+8.0%AddedHolders
Q2 20227,478$579.0K0.2%−50−0.7%ReducedHolders
Q1 20227,528$637.0K0.3%+73+1.0%AddedHolders
Q4 20217,455$696.0K0.3%−20−0.3%ReducedHolders
Q3 20217,475$586.0K0.3%00.0%UnchangedHolders
Q2 20217,475$547.0K0.3%−50−0.7%ReducedHolders
Q1 20217,525$568.0K0.3%––Holders

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