CM Wealth Advisors LLC

SEC CIK: 0001764581
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by CM Wealth Advisors LLC, 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): 5,113
Value: $448.8K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of NEE by CM Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,113	$448.8K	0.1%	+296+6.1%	Added	Holders
Q1 2026	4,817	$447.4K	0.1%	+1,017+26.8%	Added	Holders
Q4 2025	3,800	$305.1K	0.1%	+3,800	New	Holders