Skip to main content

Tandem Wealth Advisors LLC

SEC CIK
0001842557
Latest filing
Aug 13, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Tandem 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of NEE by Tandem Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−4,578−100.0%Sold outHolders
Q3 20244,578$387.0K0.2%+374+8.9%AddedHolders
Q2 20244,204$297.7K0.2%00.0%UnchangedHolders
Q1 20244,204$268.7K0.1%00.0%UnchangedHolders
Q4 20234,204$255.4K0.1%00.0%UnchangedHolders
Q3 20234,204$240.8K0.1%00.0%UnchangedHolders
Q2 20234,204$311.9K0.2%+422+11.2%AddedHolders
Q1 20233,782$291.5K0.2%00.0%UnchangedHolders
Q4 20223,782$316.2K0.2%–No prior filingHolders