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Livermore
Livermore
ZHEN

Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Wiser Advisor Group 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)
723
Value
$63.5K
% of portfolio
0.1%
Quarters held
10
Since Q4 2023
Holdings of NEE by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026723$63.5K0.1%00.0%UnchangedHolders
Q1 2026723$67.2K0.1%−149−17.1%ReducedHolders
Q4 2025872$70.0K0.1%00.0%UnchangedHolders
Q3 2025872$65.8K0.1%+872NewHolders
Q2 20250$00.0%−872−100.0%Sold outHolders
Q1 2025872$61.8K0.1%00.0%UnchangedHolders
Q4 2024872$62.5K0.1%00.0%UnchangedHolders
Q3 2024872$73.7K0.1%00.0%UnchangedHolders
Q2 2024872$61.7K0.1%00.0%UnchangedHolders
Q1 2024872$55.7K0.1%00.0%UnchangedHolders
Q4 2023872$53.0K0.1%–No prior filingHolders