Mattern Wealth Management LLC

SEC CIK: 0001802376
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Mattern Wealth Management 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): 19,517
Value: $1.71M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Mattern Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,517	$1.71M	0.3%	+2,831+17.0%	Added	Holders
Q1 2026	16,686	$1.55M	0.3%	−234−1.4%	Reduced	Holders
Q4 2025	16,920	$1.36M	0.3%	00.0%	Unchanged	Holders
Q3 2025	16,920	$1.28M	0.3%	−936−5.2%	Reduced	Holders
Q2 2025	17,856	$1.24M	0.3%	−355−1.9%	Reduced	Holders
Q1 2025	18,211	$1.29M	0.3%	−323−1.7%	Reduced	Holders
Q4 2024	18,534	$1.33M	0.3%	−555−2.9%	Reduced	Holders
Q3 2024	19,089	$1.61M	0.4%	−1,229−6.0%	Reduced	Holders
Q2 2024	20,318	$1.44M	0.3%	−19,949−49.5%	Reduced	Holders
Q1 2024	40,267	$2.57M	0.6%	−1,726−4.1%	Reduced	Holders
Q4 2023	41,993	$2.55M	0.7%	−350−0.8%	Reduced	Holders
Q3 2023	42,343	$2.43M	0.7%	+1,458+3.6%	Added	Holders
Q2 2023	40,885	$3.03M	0.9%	+4,041+11.0%	Added	Holders
Q1 2023	36,844	$2.84M	0.9%	+2,191+6.3%	Added	Holders
Q4 2022	34,653	$2.90M	1.2%	−742−2.1%	Reduced	Holders
Q3 2022	35,395	$2.77M	1.1%	−69−0.2%	Reduced	Holders
Q2 2022	35,464	$2.75M	1.1%	+71+0.2%	Added	Holders
Q1 2022	35,393	$3.00M	1.0%	+16,714+89.5%	Added	Holders
Q4 2021	18,679	$1.74M	0.5%	−1,269−6.4%	Reduced	Holders
Q3 2021	19,948	$1.57M	0.5%	−1,171−5.5%	Reduced	Holders
Q2 2021	21,119	$1.65M	0.5%	−11,540−35.3%	Reduced	Holders
Q1 2021	32,659	$2.47M	0.9%	–	–	Holders

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