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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Mascoma 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 (Q2 2026)
480
Value
$42.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of NEE by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026480$42.1K<0.1%+2+0.4%AddedHolders
Q1 2026478$44.4K<0.1%00.0%UnchangedHolders
Q4 2025478$38.4K<0.1%+23+5.1%AddedHolders
Q3 2025455$34.3K<0.1%00.0%UnchangedHolders
Q2 2025455$31.6K<0.1%00.0%UnchangedHolders
Q1 2025455$32.3K<0.1%−188−29.2%ReducedHolders
Q4 2024643$46.1K<0.1%+188+41.3%AddedHolders
Q3 2024455$38.5K<0.1%−133−22.6%ReducedHolders
Q2 2024588$41.6K<0.1%+57+10.7%AddedHolders
Q1 2024531$33.9K<0.1%−56−9.5%ReducedHolders
Q4 2023587$35.7K<0.1%−149−20.2%ReducedHolders
Q3 2023736$42.2K<0.1%+127+20.9%AddedHolders
Q2 2023609$41.8K<0.1%−620−50.4%ReducedHolders
Q1 20231,229$94.2K<0.1%−16−1.3%ReducedHolders
Q4 20221,245$104.1K<0.1%−1,261−50.3%ReducedHolders
Q3 20222,506$196.0K0.1%+1,004+66.8%AddedHolders
Q2 20221,502$116.0K<0.1%+19+1.3%AddedHolders
Q1 20221,483$126.0K<0.1%+312+26.6%AddedHolders
Q4 20211,171$109.0K<0.1%+616+111.0%AddedHolders
Q3 2021555$44.0K<0.1%+555NewHolders
Q2 20210$00.0%−460−100.0%Sold outHolders
Q1 2021460$35.0K<0.1%––Holders

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