Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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NEE holding history

Nextera Energy Inc in every 13F filed by Wealth Alliance, 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): 30,300
Value: $2.66M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,300	$2.66M	0.2%	−3,134−9.4%	Reduced	Holders
Q1 2026	33,434	$3.11M	0.3%	−1,580−4.5%	Reduced	Holders
Q4 2025	35,014	$2.81M	0.3%	−682−1.9%	Reduced	Holders
Q3 2025	35,696	$2.69M	0.3%	+564+1.6%	Added	Holders
Q2 2025	35,132	$2.44M	0.3%	+179+0.5%	Added	Holders
Q1 2025	34,953	$2.48M	0.3%	+280+0.8%	Added	Holders
Q4 2024	34,673	$2.49M	0.3%	−4,988−12.6%	Reduced	Holders
Q3 2024	39,661	$3.35M	0.4%	−1,156−2.8%	Reduced	Holders
Q2 2024	40,817	$2.89M	0.4%	+6,849+20.2%	Added	Holders
Q1 2024	33,968	$2.17M	0.3%	−4,263−11.2%	Reduced	Holders
Q4 2023	38,231	$2.32M	0.3%	+798+2.1%	Added	Holders
Q3 2023	37,433	$2.14M	0.3%	+1,173+3.2%	Added	Holders
Q2 2023	36,260	$2.69M	0.4%	+1,543+4.4%	Added	Holders
Q1 2023	34,717	$2.68M	0.4%	+4,092+13.4%	Added	Holders
Q4 2022	30,625	$2.56M	0.5%	+617+2.1%	Added	Holders
Q3 2022	30,008	$2.35M	0.5%	−529−1.7%	Reduced	Holders
Q2 2022	30,537	$2.37M	0.5%	+4,739+18.4%	Added	Holders
Q1 2022	25,798	$2.19M	0.4%	+10,016+63.5%	Added	Holders
Q4 2021	15,782	$1.47M	0.3%	−2,890−15.5%	Reduced	Holders
Q3 2021	18,672	$1.47M	0.3%	+44+0.2%	Added	Holders
Q2 2021	18,628	$1.36M	0.3%	+1,887+11.3%	Added	Holders
Q1 2021	16,741	$1.27M	0.4%	–	–	Holders

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