Everhart Financial Group, Inc.

SEC CIK: 0001852858
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Everhart Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 16,849
Value: $1.48M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Everhart Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,849	$1.48M	0.1%	−2,248−11.8%	Reduced	Holders
Q1 2026	19,097	$1.77M	0.2%	+4,583+31.6%	Added	Holders
Q4 2025	14,514	$1.17M	0.1%	+748+5.4%	Added	Holders
Q3 2025	13,766	$1.04M	0.1%	+609+4.6%	Added	Holders
Q2 2025	13,157	$913.4K	0.1%	+862+7.0%	Added	Holders
Q1 2025	12,295	$871.6K	0.1%	−246−2.0%	Reduced	Holders
Q4 2024	12,541	$899.1K	0.2%	−1,171−8.5%	Reduced	Holders
Q3 2024	13,712	$1.16M	0.3%	+1,910+16.2%	Added	Holders
Q2 2024	11,802	$835.7K	0.2%	+4,711+66.4%	Added	Holders
Q1 2024	7,091	$453.2K	0.1%	+2,251+46.5%	Added	Holders
Q4 2023	4,840	$294.0K	0.1%	+363+8.1%	Added	Holders
Q3 2023	4,477	$256.5K	0.1%	−4,999−52.8%	Reduced	Holders
Q2 2023	9,476	$703.1K	0.3%	+170+1.8%	Added	Holders
Q1 2023	9,306	$717.3K	0.3%	−1,492−13.8%	Reduced	Holders
Q4 2022	10,798	$902.7K	0.5%	+1,251+13.1%	Added	Holders
Q3 2022	9,547	$748.0K	0.4%	+1,083+12.8%	Added	Holders
Q2 2022	8,464	$656.0K	0.4%	+1,306+18.2%	Added	Holders
Q1 2022	7,158	$606.0K	0.4%	+1,467+25.8%	Added	Holders
Q4 2021	5,691	$531.0K	0.3%	+2,932+106.3%	Added	Holders
Q3 2021	2,759	$217.0K	0.1%	−662−19.4%	Reduced	Holders
Q2 2021	3,421	$251.0K	0.2%	−226−6.2%	Reduced	Holders
Q1 2021	3,647	$276.0K	0.2%	–	–	Holders

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