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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Affinity 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of NEE by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−4,284−100.0%Sold outHolders
Q4 20224,284$358.1K0.1%+61+1.4%AddedHolders
Q3 20224,223$331.0K0.1%−84−2.0%ReducedHolders
Q2 20224,307$346.0K0.1%+185+4.5%AddedHolders
Q1 20224,122$345.0K0.1%−177−4.1%ReducedHolders
Q4 20214,299$355.0K0.1%+261+6.5%AddedHolders
Q3 20214,038$319.0K0.1%+4,038NewHolders
Q2 20210$00.0%−5,221−100.0%Sold outHolders
Q1 20215,221$420.0K0.1%––Holders

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