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Livermore
Livermore
ZHEN

Ullmann Financial Group, Inc.

SEC CIK
0001697725
Latest filing
Aug 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Ullmann Financial Group, Inc., 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)
8,599
Value
$754.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Ullmann Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,599$754.7K0.1%+1,468+20.6%AddedHolders
Q1 20267,131$662.3K0.1%+170+2.4%AddedHolders
Q4 20256,961$566.6K0.1%+12+0.2%AddedHolders
Q3 20256,949$524.6K0.1%−378−5.2%ReducedHolders
Q2 20257,327$508.6K0.1%+490+7.2%AddedHolders
Q1 20256,837$484.7K0.1%−476−6.5%ReducedHolders
Q4 20247,313$524.3K0.1%−7−0.1%ReducedHolders
Q3 20247,320$618.7K0.1%+366+5.3%AddedHolders
Q2 20246,954$492.4K0.1%+284+4.3%AddedHolders
Q1 20246,670$426.3K0.1%+42+0.6%AddedHolders
Q4 20236,628$402.6K0.1%−138−2.0%ReducedHolders
Q3 20236,766$387.6K0.1%−664−8.9%ReducedHolders
Q2 20237,430$551.3K0.1%+331+4.7%AddedHolders
Q1 20237,099$547.2K0.1%−92−1.3%ReducedHolders
Q4 20227,191$601.2K0.1%+20.0%AddedHolders
Q3 20227,189$564.0K0.2%−578−7.4%ReducedHolders
Q2 20227,767$602.0K0.2%+600+8.4%AddedHolders
Q1 20227,167$607.0K0.2%00.0%UnchangedHolders
Q4 20217,167$669.0K0.2%00.0%UnchangedHolders
Q3 20217,167$563.0K0.2%+200+2.9%AddedHolders
Q2 20216,967$511.0K0.2%00.0%UnchangedHolders
Q1 20216,967$527.0K0.2%––Holders

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