Nextera Energy shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 5.6k | 75.49 |
| 2024-09-30 | $214k | 2.5k | 84.53 |
| 2024-03-31 | $159k | 2.5k | 63.91 |
| 2023-09-30 | $15k | 260 | 57.29 |
| 2023-06-30 | $19k | 260 | 74.20 |
| 2023-03-31 | $8.7k | 113 | 77.09 |
| 2022-12-31 | $9.4k | 113 | 83.60 |
| 2020-09-30 | $1.0k | 2 | 500.00 |