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Nextera Energy shares owned by Advantage Trust

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Advantage Trust from 13F filings

Historical chart of Advantage Trust investment in Nextera Energy

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All positions including Nextera Energy held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Advantage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 685 75.49
2025-06-30 $48k 685 69.42
2025-03-31 $49k 685 70.89
2024-12-31 $53k 735 71.69
2024-09-30 $58k 685 84.53
2024-06-30 $261k 3.7k 70.81
2024-03-31 $236k 3.7k 63.91
2023-12-31 $265k 4.4k 60.74