Independent Advisor Alliance

SEC CIK: 0001696899
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Independent Advisor Alliance, 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 (Q2 2026): 89,439
Value: $7.85M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Independent Advisor Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	89,439	$7.85M	0.2%	+555+0.6%	Added	Holders
Q1 2026	88,884	$8.26M	0.1%	−5,541−5.9%	Reduced	Holders
Q4 2025	94,425	$7.58M	0.2%	−2,127−2.2%	Reduced	Holders
Q3 2025	96,552	$7.29M	0.2%	−24,619−20.3%	Reduced	Holders
Q2 2025	121,171	$8.41M	0.2%	−5,681−4.5%	Reduced	Holders
Q1 2025	126,852	$8.99M	0.3%	+2,999+2.4%	Added	Holders
Q4 2024	123,853	$8.88M	0.1%	−1,546−1.2%	Reduced	Holders
Q3 2024	125,399	$10.6M	0.4%	−2,348−1.8%	Reduced	Holders
Q2 2024	127,747	$9.05M	0.3%	+13,933+12.2%	Added	Holders
Q1 2024	113,814	$7.27M	0.3%	−5,748−4.8%	Reduced	Holders
Q4 2023	119,562	$7.26M	0.3%	+9,141+8.3%	Added	Holders
Q3 2023	110,421	$6.33M	0.3%	−14,873−11.9%	Reduced	Holders
Q2 2023	125,294	$9.30M	0.4%	+591+0.5%	Added	Holders
Q1 2023	124,703	$9.61M	0.5%	+21,526+20.9%	Added	Holders
Q4 2022	103,177	–	–	+374+0.4%	Added	Holders
Q3 2022	102,803	$8.06M	0.5%	−9,112−8.1%	Reduced	Holders
Q2 2022	111,915	$8.67M	0.5%	+295+0.3%	Added	Holders
Q1 2022	111,620	$9.46M	0.5%	−3,719−3.2%	Reduced	Holders
Q4 2021	115,339	$10.8M	0.5%	+17,678+18.1%	Added	Holders
Q3 2021	97,661	$7.67M	0.4%	+6,436+7.1%	Added	Holders
Q2 2021	91,225	$6.68M	0.4%	+6,095+7.2%	Added	Holders
Q1 2021	85,130	$6.44M	0.4%	–	–	Holders

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