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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Partnership 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 Q2 2026 holdings

Shares (Q2 2026)
8,000
Value
$702.2K
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of NEE by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,000$702.2K0.5%−63−0.8%ReducedHolders
Q1 20268,063$748.9K0.6%+63+0.8%AddedHolders
Q4 20258,000$642.2K0.5%00.0%UnchangedHolders
Q3 20258,000$603.9K0.5%00.0%UnchangedHolders
Q2 20258,000$555.4K0.4%00.0%UnchangedHolders
Q1 20258,000$567.1K0.5%00.0%UnchangedHolders
Q4 20248,000$573.5K0.5%00.0%UnchangedHolders
Q3 20248,000$676.2K0.5%00.0%UnchangedHolders
Q2 20248,000$566.5K0.4%00.0%UnchangedHolders
Q1 20248,000$511.3K0.4%00.0%UnchangedHolders
Q4 20238,000$469.0K0.4%–No prior filingHolders