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Spectrum Wealth Advisory Group, LLC

SEC CIK
0001776821
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Spectrum 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)
5,200
Value
$456.4K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of NEE by Spectrum Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,200$456.4K0.1%−35−0.7%ReducedHolders
Q1 20265,235$486.2K0.2%+35+0.7%AddedHolders
Q4 20255,200$417.5K0.2%00.0%UnchangedHolders
Q3 20255,200$392.5K0.2%−10.0%ReducedHolders
Q2 20255,201$361.1K0.2%+10.0%AddedHolders
Q1 20255,200$368.6K0.2%00.0%UnchangedHolders
Q4 20245,200$372.8K0.2%+5,200NewHolders