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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Jackson 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of NEE by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−26,125−100.0%Sold outHolders
Q2 202526,125$1.81M0.2%−90,224−77.5%ReducedHolders
Q1 2025116,349$8.25M1.0%+3,701+3.3%AddedHolders
Q4 2024112,648$8.08M0.9%+2,114+1.9%AddedHolders
Q3 2024110,534$9.34M1.1%+48,786+79.0%AddedHolders
Q2 202461,748$4.37M0.9%−42,799−40.9%ReducedHolders
Q1 2024104,547$6.68M0.8%+29,195+38.7%AddedHolders
Q4 202375,352$4.58M0.6%−28,014−27.1%ReducedHolders
Q3 2023103,366$5.92M0.8%+3,926+3.9%AddedHolders
Q2 202399,440$7.38M1.1%+99,440NewHolders
Q1 20230$00.0%−98,435−100.0%Sold outHolders
Q4 202298,435$8.23M3.0%−10,452−9.6%ReducedHolders
Q3 2022108,887$8.54M1.7%+64,049+142.8%AddedHolders
Q2 202244,838$3.47M1.6%−70,936−61.3%ReducedHolders
Q1 2022115,774$9.81M1.4%+43,380+59.9%AddedHolders
Q4 202172,394$6.76M0.9%+833+1.2%AddedHolders
Q3 202171,561$28.0K0.3%+52,510+275.6%AddedHolders
Q2 202119,051$1.40M0.2%−186−1.0%ReducedHolders
Q1 202119,237$1.46M0.2%––Holders

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