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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by WealthPLAN Partners, 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 (Q2 2026)
8,498
Value
$745.8K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of NEE by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,498$745.8K0.1%−363−4.1%ReducedHolders
Q1 20268,861$823.0K0.2%−189−2.1%ReducedHolders
Q4 20259,050$726.5K0.1%−8−0.1%ReducedHolders
Q3 20259,058$683.8K0.1%−144−1.6%ReducedHolders
Q2 20259,202$638.8K0.1%−209−2.2%ReducedHolders
Q1 20259,411$667.1K0.1%+224+2.4%AddedHolders
Q4 20249,187$658.6K0.1%−1,706−15.7%ReducedHolders
Q3 202410,893$920.8K0.1%−4,948−31.2%ReducedHolders
Q2 202415,841$1.12M0.1%−71,792−81.9%ReducedHolders
Q1 202487,633$5.60M0.6%−1,940−2.2%ReducedHolders
Q4 202389,573$5.44M0.6%+82,086+1,096.4%AddedHolders
Q3 20237,487$428.9K<0.1%+968+14.8%AddedHolders
Q2 20236,519$483.7K0.1%+421+6.9%AddedHolders
Q1 20236,098$470.0K0.1%−1,831−23.1%ReducedHolders
Q4 20227,929$602.8K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20227,130$506.0K<0.1%−57−0.8%ReducedHolders
Q4 20217,187$561.0K<0.1%−731−9.2%ReducedHolders
Q3 20217,918$716.0K<0.1%+2,433+44.4%AddedHolders
Q2 20215,485$452.0K<0.1%−24−0.4%ReducedHolders
Q1 20215,509$417.0K<0.1%––Holders

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