SOA Wealth Advisors, LLC.

SEC CIK: 0001849444
Latest filing: Jul 21, 2026

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NEE holding history

Nextera Energy Inc in every 13F filed by SOA 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 overview All 13F holders of NEE Full Q2 2026 holdings

Shares (Q2 2026): 20,663
Value: $1.81M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of NEE by SOA Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,663	$1.81M	0.3%	−701−3.3%	Reduced	Holders
Q1 2026	21,364	$1.98M	0.4%	−877−3.9%	Reduced	Holders
Q4 2025	22,241	$1.79M	0.3%	−53−0.2%	Reduced	Holders
Q3 2025	22,294	$1.68M	0.3%	−12−0.1%	Reduced	Holders
Q2 2025	22,306	$1.55M	0.3%	+519+2.4%	Added	Holders
Q1 2025	21,787	$1.54M	0.3%	−90.0%	Reduced	Holders
Q4 2024	21,796	$1.56M	0.3%	+60.0%	Added	Holders
Q3 2024	21,790	$1.84M	0.4%	+656+3.1%	Added	Holders
Q2 2024	21,134	$1.50M	0.3%	−4,117−16.3%	Reduced	Holders
Q1 2024	25,251	$1.61M	0.3%	−206−0.8%	Reduced	Holders
Q4 2023	25,457	$1.55M	0.3%	−1,055−4.0%	Reduced	Holders
Q3 2023	26,512	$1.52M	0.4%	−121−0.5%	Reduced	Holders
Q2 2023	26,633	$1.98M	0.5%	−675−2.5%	Reduced	Holders
Q1 2023	27,308	$2.10M	0.5%	−822−2.9%	Reduced	Holders
Q4 2022	28,130	$2.35M	0.6%	−85−0.3%	Reduced	Holders
Q3 2022	28,215	$2.21M	0.7%	−139−0.5%	Reduced	Holders
Q2 2022	28,354	$2.20M	0.6%	−110−0.4%	Reduced	Holders
Q1 2022	28,464	$2.41M	0.6%	+1,648+6.1%	Added	Holders
Q4 2021	26,816	$2.49M	0.6%	−2,059−7.1%	Reduced	Holders
Q3 2021	28,875	$2.27M	0.6%	+3,254+12.7%	Added	Holders
Q2 2021	25,621	$1.88M	0.5%	−3,423−11.8%	Reduced	Holders
Q1 2021	29,044	$2.20M	0.6%	–	–	Holders

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