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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by W 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)
10,717
Value
$940.6K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of NEE by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,717$940.6K0.4%+300+2.9%AddedHolders
Q1 202610,417$967.5K0.5%00.0%UnchangedHolders
Q4 202510,417$836.3K0.4%00.0%UnchangedHolders
Q3 202510,417$786.4K0.4%00.0%UnchangedHolders
Q2 202510,417$723.1K0.4%−15−0.1%ReducedHolders
Q1 202510,432$739.5K0.5%00.0%UnchangedHolders
Q4 202410,432$747.9K0.5%00.0%UnchangedHolders
Q3 202410,432$881.8K0.5%00.0%UnchangedHolders
Q2 202410,432$738.7K0.5%−948−8.3%ReducedHolders
Q1 202411,380$727.3K0.5%00.0%UnchangedHolders
Q4 202311,380$691.2K0.5%00.0%UnchangedHolders
Q3 202311,380$652.0K0.5%00.0%UnchangedHolders
Q2 202311,380$844.4K0.7%00.0%UnchangedHolders
Q1 202311,380$877.2K0.7%00.0%UnchangedHolders
Q4 202211,380$951.4K0.8%00.0%UnchangedHolders
Q3 202211,380$892.0K0.8%00.0%UnchangedHolders
Q2 202211,380$881.0K0.8%00.0%UnchangedHolders
Q1 202211,380$964.0K0.7%00.0%UnchangedHolders
Q4 202111,380$1.06M0.8%–No prior filingHolders