Skip to main content
Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Avion Wealth, 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)
3,322
Value
$291.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NEE by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,322$291.0K0.1%−439−11.7%ReducedHolders
Q1 20263,761$349.0K0.1%+3,265+658.3%AddedHolders
Q4 2025496$39.0K<0.1%+1+0.2%AddedHolders
Q3 2025495$37.0K<0.1%+10+2.1%AddedHolders
Q2 2025485$33.0K<0.1%−135−21.8%ReducedHolders
Q1 2025620$44.0K<0.1%00.0%UnchangedHolders
Q4 2024620$44.0K<0.1%+2+0.3%AddedHolders
Q3 2024618$52.0K<0.1%+242+64.4%AddedHolders
Q2 2024376$26.0K<0.1%+23+6.5%AddedHolders
Q1 2024353$23.0K<0.1%−55−13.5%ReducedHolders
Q4 2023408$25.0K<0.1%+50+14.0%AddedHolders
Q3 2023358$20.0K<0.1%+62+20.9%AddedHolders
Q2 2023296$21.0K<0.1%+69+30.4%AddedHolders
Q1 2023227$18.0K<0.1%00.0%UnchangedHolders
Q4 2022227$17.0K<0.1%00.0%UnchangedHolders
Q3 2022227$18.0K<0.1%00.0%UnchangedHolders
Q2 2022227$18.0K<0.1%+79+53.4%AddedHolders
Q1 2022148$13.0K<0.1%00.0%UnchangedHolders
Q4 2021148$14.0K<0.1%−188−56.0%ReducedHolders
Q3 2021336$26.0K<0.1%00.0%UnchangedHolders
Q2 2021336$25.0K<0.1%00.0%UnchangedHolders
Q1 2021336$25.0K<0.1%––Holders

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