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Nextera Energy shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 2.5k 92.87

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Ishares Core Dividend Growth Etf Etf (DGRO)
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Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Consilio Wealth Advisors

Top funds holding Nextera Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Franklin Resources
Capital Research Global Investors
FMR
Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Northern Trust

View all funds holding Nextera Energy