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Livermore
Livermore
ZHEN

Alliance Wealth Management Group

SEC CIK
0001623707
Latest filing
Aug 4, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Alliance Wealth Management Group, 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)
4,245
Value
$372.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Alliance Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,245$372.6K0.1%−763−15.2%ReducedHolders
Q1 20265,008$465.2K0.1%+22+0.4%AddedHolders
Q4 20254,986$400.2K0.1%+24+0.5%AddedHolders
Q3 20254,962$374.6K0.1%+814+19.6%AddedHolders
Q2 20254,148$287.9K0.1%+26+0.6%AddedHolders
Q1 20254,122$292.2K0.1%+26+0.6%AddedHolders
Q4 20244,096$293.7K0.1%+22+0.5%AddedHolders
Q3 20244,074$344.3K0.1%+20+0.5%AddedHolders
Q2 20244,054$287.1K0.1%+23+0.6%AddedHolders
Q1 20244,031$257.6K0.1%+543+15.6%AddedHolders
Q4 20233,488$211.8K0.1%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20233,466$257.2K0.1%−37−1.1%ReducedHolders
Q1 20233,503$270.0K0.1%+20+0.6%AddedHolders
Q4 20223,483$291.2K0.1%+16+0.5%AddedHolders
Q3 20223,467$272.0K0.1%+95+2.8%AddedHolders
Q2 20223,372$261.0K0.1%+18+0.5%AddedHolders
Q1 20223,354$284.0K0.1%+16+0.5%AddedHolders
Q4 20213,338$312.0K0.1%+13+0.4%AddedHolders
Q3 20213,325$261.0K0.1%+13+0.4%AddedHolders
Q2 20213,312$243.0K0.1%+16+0.5%AddedHolders
Q1 20213,296$249.0K0.1%––Holders

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