Waterford Advisors, LLC

SEC CIK: 0001960657
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Waterford 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 (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of NEE by Waterford Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−3,448−100.0%	Sold out	Holders
Q2 2023	3,448	$256.0K	0.1%	−39−1.1%	Reduced	Holders
Q1 2023	3,487	$269.0K	0.1%	+39+1.1%	Added	Holders
Q4 2022	3,448	$288.0K	0.2%	–	No prior filing	Holders