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CI Private Wealth, LLC

SEC CIK
0001948780
Latest filing
Aug 27, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by CI Private Wealth, 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)
2,531,453
Value
$222.2M
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of NEE by CI Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,531,453$222.2M0.3%+617,513+32.3%AddedHolders
Q1 20261,913,940$177.2M0.3%−136,349−6.7%ReducedHolders
Q4 20252,050,289$164.6M0.2%−35,293−1.7%ReducedHolders
Q3 20252,085,582$157.2M0.2%+154,877+8.0%AddedHolders
Q2 20251,930,705$134.0M0.2%−54,978−2.8%ReducedHolders
Q1 20251,985,683$140.8M0.2%−429,132−17.8%ReducedHolders
Q4 20242,414,815$173.1M0.3%−88,296−3.5%ReducedHolders
Q3 20242,503,111$211.6M0.3%+183,274+7.9%AddedHolders
Q2 20242,319,837$164.3M0.3%−142,109−5.8%ReducedHolders
Q1 20242,461,946$157.3M0.3%−68,657−2.7%ReducedHolders
Q4 20232,530,603$153.7M0.3%−829,114−24.7%ReducedHolders
Q3 20233,359,717$192.5M0.4%−484,359−12.6%ReducedHolders
Q2 20233,844,076$285.2M0.7%+186,678+5.1%AddedHolders
Q1 20233,657,398$281.9M0.8%+2,120,809+138.0%AddedHolders
Q4 20221,536,589$128.5M0.5%–No prior filingHolders