Second Half Financial Partners, LLC NEE — NEXTERA ENERGY INC

Ownership history in Second Half Financial Partners, LLC  ·  15 quarters on record

AI Ownership Summary

Second Half Financial Partners, LLC reported NEXTERA ENERGY INC (NEE) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.0% in 2024 Q2. The latest visible filing shows NEE at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Second Half Financial Partners, LLC's position in NEXTERA ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page Second Half Financial Partners, LLC fund profile Second Half Financial Partners, LLC full holdings
How Second Half Financial Partners, LLC held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 6,761 +130 +2.0% 0.24% $543K 2026-02-14 (Est.) $93.16
2025 Q3 ADDED — — — 6,631 +26 +0.4% 0.22% $501K 2025-11-12 $84.73
2025 Q2 REDUCED — — — 6,605 -172 -2.5% 0.22% $459K 2025-07-25 $70.34
2025 Q1 REDUCED — — — 6,777 -58 -0.8% 0.24% $480K 2025-05-07 $65.41
2024 Q4 REDUCED 80.5% -0.3% ✅ 6,835 -28,293 -80.5% 0.24% $490K 2025-02-14 $65.55
2024 Q3 REDUCED 33.6% -14.5% ✅ 35,128 -17,744 -33.6% 1.57% $3.0M 2024-11-08 $73.64
2024 Q2 REDUCED — — — 52,872 -1,494 -2.7% 3.00% $3.7M 2024-08-08 $73.71
2024 Q1 ADDED — — — 54,366 +290 +0.5% 1.55% $3.5M 2024-05-09 $70.44
2023 Q4 REDUCED 47.7% +5.3% ❌ 54,076 -49,314 -47.7% 1.62% $3.3M 2024-02-08 $52.68
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q1 — sorted by position size

ACCOUNT MANAGEMENT LLC 3Y 7Y 8.75% Portman Square Capital LLP 3Y 7.82% Slocum, Gordon & Co LLP 6.73% Ausbil Investment Management Ltd 3Y 6.52% Asset Management Advisors, LLC 3Y 7Y 6.49% Constitution Capital LLC 3Y 5.36% Tandem Investment Advisors, Inc. 3Y 7Y 5.02% Munro Partners 4.86% C WorldWide Group Holding A/S 3Y 7Y 4.79% S.E.E.D. Planning Group LLC 3Y 4.01%

FAQ About Second Half Financial Partners, LLC and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Second Half Financial Partners, LLC reported owning NEE?

Second Half Financial Partners, LLC reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in Second Half Financial Partners, LLC's portfolio?

The largest reported portfolio weight for NEE was 3.00% in 2024 Q2.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when Second Half Financial Partners, LLC reported 6,761 shares, equal to 0.24% of portfolio, with an estimated market value of $543K.

What does the chart on this NEE ownership page compare?

The chart compares Second Half Financial Partners, LLC's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Second Half Financial Partners, LLC time their NEE position?

Based on 13F filing dates vs. subsequent NEE price moves, Second Half Financial Partners, LLC correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on NEE relative to SPY over the holding period was -12.0%.

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