SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / NEE

Nicholson Wealth Management Group, LLC’s Nextera Energy Inc Position

Does Nicholson Wealth Management Group, LLC own Nextera Energy Inc (NEE)? Yes — 23.0K shares worth $2M (+1.24% of its 13F portfolio) as of Q1 2026, down from 23.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
23.0K
% of Portfolio
+1.24%
Quarters Held
7
currently held

Position History NEE

Reported value by quarter
Q3 ’24: $911,741Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.0K$2M+1.24%
Q4 202523.3K$2M+1.10%
Q3 202523.6K$2M+1.04%
Q2 202522.2K$2M+0.95%
Q1 202521.7K$2M+1.01%
Q4 202421.3K$2M+1.02%
Q3 202410.8K$911,741+0.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of NEE.