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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by ORG Wealth Partners, 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)
7,162
Value
$628.6K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of NEE by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,162$628.6K0.1%−260−3.5%ReducedHolders
Q1 20267,422$689.4K0.1%+4,462+150.7%AddedHolders
Q4 20252,960$237.6K0.1%−259−8.0%ReducedHolders
Q3 20253,219$243.0K0.1%+1,538+91.5%AddedHolders
Q2 20251,681$122.8K<0.1%−4,908−74.5%ReducedHolders
Q1 20256,589$467.3K0.1%+1,642+33.2%AddedHolders
Q4 20244,947$354.6K0.1%+4,418+835.2%AddedHolders
Q3 2024529$44.7K<0.1%–No prior filingHolders