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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Caldwell Trust Co, 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)
173,793
Value
$15.3M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of NEE by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026173,793$15.3M1.2%−1,629−0.9%ReducedHolders
Q1 2026175,422$16.3M1.5%−1,704−1.0%ReducedHolders
Q4 2025177,126$14.2M1.3%−3,253−1.8%ReducedHolders
Q3 2025180,379$13.6M1.3%−3,460−1.9%ReducedHolders
Q2 2025183,839$12.8M1.3%+2,955+1.6%AddedHolders
Q1 2025180,884$12.8M1.4%−7,097−3.8%ReducedHolders
Q4 2024187,981$13.5M1.4%−6,331−3.3%ReducedHolders
Q3 2024194,312$16.4M1.7%−3,983−2.0%ReducedHolders
Q2 2024198,295$14.0M1.6%+3,211+1.6%AddedHolders
Q1 2024195,084$12.5M1.5%−12,795−6.2%ReducedHolders
Q4 2023207,879$12.6M1.6%−8,246−3.8%ReducedHolders
Q3 2023216,125$12.4M1.7%−6,443−2.9%ReducedHolders
Q2 2023222,568$16.5M2.2%−2,138−1.0%ReducedHolders
Q1 2023224,706$17.3M2.4%−1,977−0.9%ReducedHolders
Q4 2022226,683$19.0M2.7%−4,558−2.0%ReducedHolders
Q3 2022231,241$18.1M2.7%−2,659−1.1%ReducedHolders
Q2 2022233,900$18.1M2.5%−4,542−1.9%ReducedHolders
Q1 2022238,442$20.2M2.4%+6,802+2.9%AddedHolders
Q4 2021231,640$21.6M2.5%−5,202−2.2%ReducedHolders
Q3 2021236,842$18.6M2.4%−8,873−3.6%ReducedHolders
Q2 2021245,715$18.0M2.4%−2,316−0.9%ReducedHolders
Q1 2021248,031$18.8M2.6%––Holders

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