Beta Wealth Group, Inc.

SEC CIK: 0001594417
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of NEE by Beta Wealth Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−4,200−100.0%	Sold out	Holders
Q3 2022	4,200	$329.0K	0.2%	+600+16.7%	Added	Holders
Q2 2022	3,600	$279.0K	0.2%	00.0%	Unchanged	Holders
Q1 2022	3,600	$305.0K	0.2%	+3,600	New	Holders