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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Bartlett & Co. 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)
1,165,321
Value
$102.3M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of NEE by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,165,321$102.3M1.3%−3,415−0.3%ReducedHolders
Q1 20261,168,736$111.6M1.4%+43,872+3.9%AddedHolders
Q4 20251,124,864$90.3M1.2%+8,891+0.8%AddedHolders
Q3 20251,115,973$84.2M1.1%−35,087−3.0%ReducedHolders
Q2 20251,151,060$79.9M1.1%+40,939+3.7%AddedHolders
Q1 20251,110,121$78.7M1.2%+20,025+1.8%AddedHolders
Q4 20241,090,096$78.1M1.1%+19,436+1.8%AddedHolders
Q3 20241,070,660$90.5M1.3%+24,512+2.3%AddedHolders
Q2 20241,046,148$74.1M1.1%+72,573+7.5%AddedHolders
Q1 2024973,575$62.2M1.0%+81,609+9.1%AddedHolders
Q4 2023891,966$54.4M0.9%−80,728−8.3%ReducedHolders
Q3 2023972,694$55.7M1.0%+17,736+1.9%AddedHolders
Q2 2023954,958$70.9M1.2%+31,274+3.4%AddedHolders
Q1 2023923,684$71.2M1.4%+26,052+2.9%AddedHolders
Q4 2022897,632$75.0M1.5%+6,396+0.7%AddedHolders
Q3 2022891,236$69.9M1.5%−11,502−1.3%ReducedHolders
Q2 2022902,738$69.9M1.4%+7,460+0.8%AddedHolders
Q1 2022895,278$75.8M1.3%+24,766+2.8%AddedHolders
Q4 2021870,512$81.3M1.4%−2,135−0.2%ReducedHolders
Q3 2021872,647$68.5M1.3%+7,731+0.9%AddedHolders
Q2 2021864,916$63.4M1.2%+27,431+3.3%AddedHolders
Q1 2021837,485$63.3M1.3%––Holders

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