Journey Advisory Group, LLC

SEC CIK: 0001840085
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Journey Advisory Group, 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): 68,216
Value: $5.99M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of NEE by Journey Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	68,216	$5.99M	0.5%	+130.0%	Added	Holders
Q1 2026	68,203	$6.33M	0.5%	−2,017−2.9%	Reduced	Holders
Q4 2025	70,220	$5.64M	0.5%	−3,826−5.2%	Reduced	Holders
Q3 2025	74,046	$5.59M	0.4%	+2,567+3.6%	Added	Holders
Q2 2025	71,479	$4.96M	0.4%	−4,246−5.6%	Reduced	Holders
Q1 2025	75,725	$5.37M	0.4%	−1,214−1.6%	Reduced	Holders
Q4 2024	76,939	$5.45M	0.7%	00.0%	Unchanged	Holders
Q3 2024	76,939	$5.45M	0.7%	−279−0.4%	Reduced	Holders
Q2 2024	77,218	$5.47M	0.7%	+1,480+2.0%	Added	Holders
Q1 2024	75,738	$4.84M	0.6%	−350.0%	Reduced	Holders
Q4 2023	75,773	$4.60M	0.6%	−3,033−3.8%	Reduced	Holders
Q3 2023	78,806	$4.51M	0.7%	−6,072−7.2%	Reduced	Holders
Q2 2023	84,878	$6.30M	0.9%	−1,130−1.3%	Reduced	Holders
Q1 2023	86,008	$6.63M	1.0%	+393+0.5%	Added	Holders
Q4 2022	85,615	$7.16M	1.8%	+560+0.7%	Added	Holders
Q3 2022	85,055	$6.67M	1.7%	+6,347+8.1%	Added	Holders
Q2 2022	78,708	$6.71M	1.5%	+8,363+11.9%	Added	Holders
Q1 2022	70,345	$5.96M	1.5%	+9,695+16.0%	Added	Holders
Q4 2021	60,650	$5.66M	1.6%	+3,533+6.2%	Added	Holders
Q3 2021	57,117	$4.49M	1.5%	+1,049+1.9%	Added	Holders
Q2 2021	56,068	$4.11M	1.3%	+1,647+3.0%	Added	Holders
Q1 2021	54,421	$4.12M	1.4%	–	–	Holders

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