Skip to main content

Align Wealth Management, LLC

SEC CIK
0001961312
Latest filing
Jan 9, 2023

NEE holding history

Nextera Energy Inc in every 13F filed by Align Wealth Management, 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 Q4 2022 holdings

Shares (Q4 2022)
440
Value
$34.5K
% of portfolio
<0.1%
Quarters held
1
Since Q4 2022
Holdings of NEE by Align Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2022440$34.5K<0.1%–No prior filingHolders