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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by MGB 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 2025 holdings

Shares (Q4 2025)
5,674
Value
$455.5K
% of portfolio
0.1%
Quarters held
9
Since Q4 2023
Holdings of NEE by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20255,674$455.5K0.1%+1,139+25.1%AddedHolders
Q3 20254,535$342.6K0.1%−105−2.3%ReducedHolders
Q2 20254,640$322.7K0.1%−3,228−41.0%ReducedHolders
Q1 20257,868$557.1K0.2%−254−3.1%ReducedHolders
Q4 20248,122$582.4K0.2%00.0%UnchangedHolders
Q3 20248,122$686.6K0.3%+107+1.3%AddedHolders
Q2 20248,015$607.3K0.2%+1,643+25.8%AddedHolders
Q1 20246,372$407.2K0.2%00.0%UnchangedHolders
Q4 20236,372$387.0K0.2%–No prior filingHolders