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Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Opal 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)
6,619
Value
$580.9K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of NEE by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,619$580.9K0.1%−850−11.4%ReducedHolders
Q1 20267,469$693.7K0.2%−461−5.8%ReducedHolders
Q4 20257,930$636.7K0.2%+112+1.4%AddedHolders
Q3 20257,818$590.2K0.2%+149+1.9%AddedHolders
Q2 20257,669$532.4K0.1%+1,649+27.4%AddedHolders
Q1 20256,020$426.8K0.1%+168+2.9%AddedHolders
Q4 20245,852$419.5K0.1%−142−2.4%ReducedHolders
Q3 20245,994$506.7K0.2%+2,179+57.1%AddedHolders
Q2 20243,815$270.1K0.1%+3,815NewHolders