Unify Financial Advisors

SEC CIK: 0002126814
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

NEE holding history

Nextera Energy Inc in every 13F filed by Unify Financial Advisors, 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): 3,840
Value: $337.1K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of NEE by Unify Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,840	$337.1K	0.3%	−5,014−56.6%	Reduced	Holders
Q1 2026	8,854	$822.3K	0.9%	−347−3.8%	Reduced	Holders
Q4 2025	9,201	$738.7K	0.8%	–	No prior filing	Holders