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Compton Wealth Advisory Group, LLC

SEC CIK
0001761044
Latest filing
Jul 21, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Compton Wealth Advisory Group, 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)
9,260
Value
$799.8K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of NEE by Compton Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,260$799.8K0.2%+160+1.8%AddedHolders
Q1 20269,100$844.9K0.2%00.0%UnchangedHolders
Q4 20259,100$730.5K0.2%00.0%UnchangedHolders
Q3 20259,100$687.0K0.2%00.0%UnchangedHolders
Q2 20259,100$631.7K0.2%00.0%UnchangedHolders
Q1 20259,100$645.1K0.2%00.0%UnchangedHolders
Q4 20249,100$652.4K0.2%+1,350+17.4%AddedHolders
Q3 20247,750$655.1K0.2%+7,750NewHolders
Q4 20230$00.0%−15,613−100.0%Sold outHolders
Q3 202315,613$894.5K0.3%−294−1.8%ReducedHolders
Q2 202315,907$1.18M0.4%−231−1.4%ReducedHolders
Q1 202316,138$1.24M0.4%+4,179+34.9%AddedHolders
Q4 202211,959$999.8K0.4%−121−1.0%ReducedHolders
Q3 202212,080$947.0K0.4%−1,748−12.6%ReducedHolders
Q2 202213,828$1.07M0.5%+4,610+50.0%AddedHolders
Q1 20229,218$781.0K0.3%+514+5.9%AddedHolders
Q4 20218,704$813.0K0.3%+79+0.9%AddedHolders
Q3 20218,625$677.0K0.3%+17+0.2%AddedHolders
Q2 20218,608$631.0K0.3%+620+7.8%AddedHolders
Q1 20217,988$604.0K0.3%––Holders

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