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Livermore
Livermore
ZHEN

Integris Wealth Management, LLC

SEC CIK
0001750852
Latest filing
Jul 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Integris 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)
10,803
Value
$948.2K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of NEE by Integris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,803$948.2K0.2%+781+7.8%AddedHolders
Q1 202610,022$930.8K0.2%00.0%UnchangedHolders
Q4 202510,022$804.6K0.2%00.0%UnchangedHolders
Q3 202510,022$756.6K0.2%00.0%UnchangedHolders
Q2 202510,022$695.7K0.2%00.0%UnchangedHolders
Q1 202510,022$710.5K0.2%00.0%UnchangedHolders
Q4 202410,022$718.5K0.2%+250+2.6%AddedHolders
Q3 20249,772$826.0K0.2%+300+3.2%AddedHolders
Q2 20249,472$670.7K0.2%00.0%UnchangedHolders
Q1 20249,472$605.4K0.2%00.0%UnchangedHolders
Q4 20239,472$575.3K0.2%−927−8.9%ReducedHolders
Q3 202310,399$595.8K0.2%+172+1.7%AddedHolders
Q2 202310,227$758.8K0.3%−145−1.4%ReducedHolders
Q1 202310,372$799.5K0.3%+23+0.2%AddedHolders
Q4 202210,349$865.2K0.3%–No prior filingHolders