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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Balboa Wealth Partners, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q3 2022
Holdings of NEE by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,201−100.0%Sold outHolders
Q1 20263,201$297.3K<0.1%+3,201NewHolders
Q4 20240$00.0%−8,747−100.0%Sold outHolders
Q3 20248,747$739.4K0.2%−607−6.5%ReducedHolders
Q2 20249,354$662.4K0.2%+1,194+14.6%AddedHolders
Q1 20248,160$521.5K0.2%−1,520−15.7%ReducedHolders
Q4 20239,680$587.9K0.2%+354+3.8%AddedHolders
Q3 20239,326$534.3K0.2%+5,849+168.2%AddedHolders
Q2 20233,477$258.0K0.1%+211+6.5%AddedHolders
Q1 20233,266$251.8K0.1%+474+17.0%AddedHolders
Q4 20222,792$233.4K0.1%−332−10.6%ReducedHolders
Q3 20223,124$245.0K0.1%–No prior filingHolders