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Livermore
Livermore
ZHEN

Horizon Wealth Management, LLC

SEC CIK
0001815123
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Horizon 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 overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
6,273
Value
$550.5K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of NEE by Horizon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,273$550.5K0.1%+52+0.8%AddedHolders
Q1 20266,221$577.8K0.1%+39+0.6%AddedHolders
Q4 20256,182$496.3K0.1%+40+0.7%AddedHolders
Q3 20256,142$463.7K0.1%+45+0.7%AddedHolders
Q2 20256,097$423.3K0.1%−2,131−25.9%ReducedHolders
Q1 20258,228$583.3K0.1%+2,217+36.9%AddedHolders
Q4 20246,011$430.9K0.1%+40+0.7%AddedHolders
Q3 20245,971$504.8K0.1%+33+0.6%AddedHolders
Q2 20245,938$420.4K0.1%−2,310−28.0%ReducedHolders
Q1 20248,248$527.2K0.1%+2,586+45.7%AddedHolders
Q4 20235,662$343.9K0.1%+40+0.7%AddedHolders
Q3 20235,622$322.1K0.1%−301−5.1%ReducedHolders
Q2 20235,923$439.5K0.2%+32+0.5%AddedHolders
Q1 20235,891$454.0K0.3%−367−5.9%ReducedHolders
Q4 20226,258$523.1K0.4%−178−2.8%ReducedHolders
Q3 20226,436$505.0K0.4%+34+0.5%AddedHolders
Q2 20226,402$496.0K0.2%+34+0.5%AddedHolders
Q1 20226,368$539.0K0.2%+30+0.5%AddedHolders
Q4 20216,338$592.0K0.2%–No prior filingHolders