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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by BCS Wealth Management, 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)
10,314
Value
$905.3K
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of NEE by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,314$905.3K0.2%+863+9.1%AddedHolders
Q1 20269,451$877.8K0.2%−8,357−46.9%ReducedHolders
Q4 202517,808$1.43M0.1%+12,773+253.7%AddedHolders
Q3 20255,035$380.1K0.1%−453−8.3%ReducedHolders
Q2 20255,488$381.0K0.1%+448+8.9%AddedHolders
Q1 20255,040$357.0K0.1%00.0%UnchangedHolders
Q4 20245,040$361.0K0.1%−33−0.7%ReducedHolders
Q3 20245,073$429.0K0.2%00.0%UnchangedHolders
Q2 20245,073$359.0K0.2%00.0%UnchangedHolders
Q1 20245,073$324.0K0.1%00.0%UnchangedHolders
Q4 20235,073$308.0K0.1%00.0%UnchangedHolders
Q3 20235,073$291.0K0.1%+5,073NewHolders