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Livermore
Livermore
ZHEN

Visionary Wealth Advisors

SEC CIK
0001802984
Latest filing
Aug 13, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Visionary Wealth Advisors, 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)
113,533
Value
$9.96M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of NEE by Visionary Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026113,533$9.96M0.4%+3,391+3.1%AddedHolders
Q1 2026110,142$10.2M0.5%−4,133−3.6%ReducedHolders
Q4 2025114,275$9.17M0.4%−1,051−0.9%ReducedHolders
Q3 2025115,326$8.71M0.4%+1,240+1.1%AddedHolders
Q2 2025114,086$7.92M0.4%+5,836+5.4%AddedHolders
Q1 2025108,250$7.67M0.5%+6,238+6.1%AddedHolders
Q4 2024102,012$7.31M0.4%+696+0.7%AddedHolders
Q3 2024101,316$8.56M0.5%−17,263−14.6%ReducedHolders
Q2 2024118,579$8.40M0.5%+1,554+1.3%AddedHolders
Q1 2024117,025$7.48M0.5%+24,318+26.2%AddedHolders
Q4 202392,707$5.63M0.4%+8,872+10.6%AddedHolders
Q3 202383,835$4.80M0.4%+77,910+1,314.9%AddedHolders
Q2 20235,925$439.7K<0.1%−239−3.9%ReducedHolders
Q1 20236,164$475.1K<0.1%+213+3.6%AddedHolders
Q4 20225,951$497.0K<0.1%+59+1.0%AddedHolders
Q3 20225,892$462.0K<0.1%−4,647−44.1%ReducedHolders
Q2 202210,539$816.0K0.1%+4,600+77.5%AddedHolders
Q1 20225,939$503.0K<0.1%+1,648+38.4%AddedHolders
Q4 20214,291$401.0K<0.1%+344+8.7%AddedHolders
Q3 20213,947$310.0K<0.1%−392−9.0%ReducedHolders
Q2 20214,339$318.0K<0.1%−939−17.8%ReducedHolders
Q1 20215,278$399.0K<0.1%––Holders

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