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Alta Wealth Advisors LLC

SEC CIK
0001843826
Latest filing
Jul 30, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Alta 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of NEE by Alta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,786−100.0%Sold outHolders
Q2 20254,786$332.2K0.2%−6,892−59.0%ReducedHolders
Q1 202511,678$827.9K0.4%−2,247−16.1%ReducedHolders
Q4 202413,925$998.3K0.4%−32−0.2%ReducedHolders
Q3 202413,957$1.18M0.5%+166+1.2%AddedHolders
Q2 202413,791$976.5K0.5%+2,419+21.3%AddedHolders
Q1 202411,372$726.8K0.4%−200−1.7%ReducedHolders
Q4 202311,572$702.9K0.4%−393−3.3%ReducedHolders
Q3 202311,965$685.5K0.4%−425−3.4%ReducedHolders
Q2 202312,390$919.3K0.5%−62−0.5%ReducedHolders
Q1 202312,452$959.8K0.6%+7,573+155.2%AddedHolders
Q4 20224,879$407.9K0.3%−196−3.9%ReducedHolders
Q3 20225,075$398.0K0.3%00.0%UnchangedHolders
Q2 20225,075$392.0K0.3%−70−1.4%ReducedHolders
Q1 20225,145$436.0K0.3%00.0%UnchangedHolders
Q4 20215,145$480.0K0.3%+1,017+24.6%AddedHolders
Q3 20214,128$324.0K0.2%+50+1.2%AddedHolders
Q2 20214,078$299.0K0.2%+400+10.9%AddedHolders
Q1 20213,678$278.0K0.2%––Holders

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