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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

NEE holding history

Nextera Energy Inc in every 13F filed by Sutton Wealth Advisors Inc., 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 Q3 2023 holdings

Shares (Q3 2023)
9,778
Value
$560.2K
% of portfolio
0.3%
Quarters held
11
Since Q1 2021
Holdings of NEE by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20239,778$560.2K0.3%+22+0.2%AddedHolders
Q2 20239,756$723.9K0.4%+19+0.2%AddedHolders
Q1 20239,737$750.5K0.4%−6,134−38.6%ReducedHolders
Q4 202215,871$1.33M0.5%+422+2.7%AddedHolders
Q3 202215,449$1.21M0.5%+77+0.5%AddedHolders
Q2 202215,372$1.19M0.5%+34+0.2%AddedHolders
Q1 202215,338$1.30M0.4%+8+0.1%AddedHolders
Q4 202115,330$1.43M0.5%+24+0.2%AddedHolders
Q3 202115,306$1.20M0.4%+10+0.1%AddedHolders
Q2 202115,296$1.12M0.4%00.0%UnchangedHolders
Q1 202115,296$1.16M0.5%––Holders

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