Nextera Energy shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Nextera Energy
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All positions including Nextera Energy held by Global Wealth Management Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 50k | 75.49 |
| 2025-06-30 | $3.0M | 43k | 69.42 |
| 2025-03-31 | $3.1M | 44k | 70.89 |
| 2024-12-31 | $2.9M | 41k | 71.69 |
| 2024-09-30 | $2.1M | 24k | 84.53 |
| 2024-06-30 | $2.0M | 29k | 70.81 |
| 2024-03-31 | $1.8M | 28k | 63.91 |
| 2023-12-31 | $5.0M | 82k | 60.74 |
| 2023-09-30 | $3.0M | 53k | 57.29 |
| 2023-06-30 | $3.7M | 51k | 74.20 |
| 2023-03-31 | $3.9M | 51k | 77.08 |
| 2022-12-31 | $4.0M | 48k | 83.60 |
| 2022-09-30 | $3.9M | 50k | 78.41 |
| 2022-06-30 | $4.0M | 51k | 77.46 |
| 2022-03-31 | $3.8M | 45k | 84.71 |
| 2021-12-31 | $3.6M | 39k | 93.36 |
| 2021-09-30 | $2.7M | 35k | 78.53 |
| 2021-06-30 | $2.4M | 32k | 73.28 |
| 2021-03-31 | $2.2M | 30k | 75.62 |
| 2020-12-31 | $670k | 8.7k | 77.11 |
| 2020-09-30 | $535k | 1.9k | 277.49 |
| 2020-06-30 | $907k | 3.8k | 240.20 |
| 2020-03-31 | $913k | 3.8k | 240.71 |
| 2019-12-31 | $891k | 3.7k | 242.05 |
| 2019-09-30 | $846k | 3.6k | 233.12 |
| 2019-06-30 | $728k | 3.6k | 204.84 |
| 2019-03-31 | $777k | 4.0k | 193.33 |
| 2018-12-31 | $818k | 4.7k | 173.82 |
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