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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by LM Advisors 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)
15,589
Value
$1.37M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of NEE by LM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,589$1.37M0.2%+14,135+972.1%AddedHolders
Q1 20261,454$15.7K0.3%+197+15.7%AddedHolders
Q4 20251,257$15.7K0.3%−14,371−92.0%ReducedHolders
Q3 202515,628$1.18M0.2%00.0%UnchangedHolders
Q2 202515,628$1.08M0.1%+1,910+13.9%AddedHolders
Q1 202513,718$972.0K0.2%+40+0.3%AddedHolders
Q4 202413,678$981.0K0.2%−2,950−17.7%ReducedHolders
Q3 202416,628$1.41M0.3%−3,800−18.6%ReducedHolders
Q2 202420,428$1.45M<0.1%+2,988+17.1%AddedHolders
Q1 202417,440$1.11M0.2%+15,200+678.6%AddedHolders
Q4 20232,240$136.0K<0.1%–No prior filingHolders