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Nextera Energy shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nextera Energy by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $83k 888 92.88
2025-12-31 $9.0k 112 80.28
2025-09-30 $12k 163 75.49
2025-06-30 $19k 271 69.42

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Spdr Series Trust State Street Spd (SPYM)
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Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust Allianzim Buffer (SPBW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

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