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Livermore
Livermore
ZHEN

Outlook Wealth Advisors, LLC

SEC CIK
0001767151
Latest filing
Aug 3, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Outlook 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 overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
5,283
Value
$463.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Outlook Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,283$463.7K0.1%+236+4.7%AddedHolders
Q1 20265,047$466.2K0.1%−97−1.9%ReducedHolders
Q4 20255,144$413.0K0.1%+2,157+72.2%AddedHolders
Q3 20252,987$225.5K0.1%+44+1.5%AddedHolders
Q2 20252,943$204.3K0.1%00.0%UnchangedHolders
Q1 20252,943$208.6K0.1%−5,301−64.3%ReducedHolders
Q4 20248,244$591.0K0.2%−20.0%ReducedHolders
Q3 20248,246$697.1K0.2%−75−0.9%ReducedHolders
Q2 20248,321$589.2K0.3%−74−0.9%ReducedHolders
Q1 20248,395$536.5K0.2%−3,080−26.8%ReducedHolders
Q4 202311,475$697.0K0.2%−1,405−10.9%ReducedHolders
Q3 202312,880$737.9K0.3%+300+2.4%AddedHolders
Q2 202312,580$933.4K0.4%−434−3.3%ReducedHolders
Q1 202313,014$1.00M0.4%+23+0.2%AddedHolders
Q4 202212,991$1.09M0.5%+2,662+25.8%AddedHolders
Q3 202210,329$809.0K0.4%−137−1.3%ReducedHolders
Q2 202210,466$811.0K0.3%+71+0.7%AddedHolders
Q1 202210,395$881.0K0.3%−64−0.6%ReducedHolders
Q4 202110,459$976.0K0.3%+53+0.5%AddedHolders
Q3 202110,406$817.0K0.3%+91+0.9%AddedHolders
Q2 202110,315$756.0K0.2%−998−8.8%ReducedHolders
Q1 202111,313$855.0K0.3%––Holders

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