Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Sound View Wealth Advisors Group, 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): 35,594
Value: $3.12M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,594	$3.12M	0.2%	−9,905−21.8%	Reduced	Holders
Q1 2026	45,499	$4.23M	0.3%	−1,021−2.2%	Reduced	Holders
Q4 2025	46,520	$3.73M	0.3%	−937−2.0%	Reduced	Holders
Q3 2025	47,457	$3.58M	0.2%	−1,909−3.9%	Reduced	Holders
Q2 2025	49,366	$3.43M	0.3%	+760+1.6%	Added	Holders
Q1 2025	48,606	$3.45M	0.3%	+1,520+3.2%	Added	Holders
Q4 2024	47,086	$3.38M	0.3%	+798+1.7%	Added	Holders
Q3 2024	46,288	$3.91M	0.3%	+1,830+4.1%	Added	Holders
Q2 2024	44,458	$3.15M	0.3%	−1,788−3.9%	Reduced	Holders
Q1 2024	46,246	$2.96M	0.3%	−8,299−15.2%	Reduced	Holders
Q4 2023	54,545	$3.31M	0.4%	+6,355+13.2%	Added	Holders
Q3 2023	48,190	$2.76M	0.3%	−184−0.4%	Reduced	Holders
Q2 2023	48,374	$3.59M	0.5%	−233−0.5%	Reduced	Holders
Q1 2023	48,607	$3.75M	0.5%	−5,938−10.9%	Reduced	Holders
Q4 2022	54,545	$3.31M	0.4%	+13,626+33.3%	Added	Holders
Q3 2022	40,919	$3.21M	0.7%	−1,017−2.4%	Reduced	Holders
Q2 2022	41,936	$3.25M	0.7%	−120.0%	Reduced	Holders
Q1 2022	41,948	$3.55M	0.7%	+7,117+20.4%	Added	Holders
Q4 2021	34,831	$3.25M	0.6%	+2,476+7.7%	Added	Holders
Q3 2021	32,355	$2.54M	0.5%	−469−1.4%	Reduced	Holders
Q2 2021	32,824	$2.40M	0.5%	+1,426+4.5%	Added	Holders
Q1 2021	31,398	$2.37M	0.6%	–	–	Holders

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