Great Waters Wealth Management

SEC CIK: 0001964535
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Great Waters Wealth Management, 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): 2,315
Value: $203.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of NEE by Great Waters Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,315	$203.2K	<0.1%	+27+1.2%	Added	Holders
Q1 2026	2,288	$212.5K	<0.1%	+2,288	New	Holders
Q4 2024	0	$0	0.0%	−2,368−100.0%	Sold out	Holders
Q3 2024	2,368	$200.2K	<0.1%	+2,368	New	Holders