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Blue Zone Wealth Advisors, LLC

SEC CIK
0001803106
Latest filing
Jul 14, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Blue Zone Wealth Advisors, LLC, 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)
69,144
Value
$6.07M
% of portfolio
1.1%
Quarters held
2
Since Q1 2026
Holdings of NEE by Blue Zone Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,144$6.07M1.1%+2,803+4.2%AddedHolders
Q1 202666,341$6.16M1.3%+66,341NewHolders