Nextera Energy shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 40k | 78.18 |
| 2025-06-30 | $2.8M | 40k | 69.42 |
| 2025-03-31 | $2.9M | 40k | 70.89 |
| 2024-12-31 | $2.9M | 40k | 71.69 |
| 2024-09-30 | $3.4M | 41k | 84.53 |
| 2024-06-30 | $2.9M | 41k | 70.81 |
| 2024-03-31 | $2.5M | 39k | 63.91 |
| 2023-12-31 | $2.4M | 39k | 60.74 |
| 2023-09-30 | $2.1M | 37k | 57.29 |
| 2023-06-30 | $3.5M | 47k | 74.20 |
| 2023-03-31 | $3.6M | 47k | 77.08 |
| 2022-12-31 | $4.0M | 47k | 83.60 |
| 2022-09-30 | $3.7M | 47k | 78.41 |
| 2022-06-30 | $3.8M | 49k | 77.46 |
| 2022-03-31 | $4.2M | 50k | 84.70 |
| 2021-12-31 | $4.6M | 49k | 93.37 |
| 2021-09-30 | $4.0M | 50k | 78.52 |
| 2021-06-30 | $3.7M | 51k | 73.36 |
| 2021-03-31 | $3.9M | 52k | 75.69 |
| 2020-12-31 | $4.3M | 56k | 77.14 |
| 2020-09-30 | $4.7M | 18k | 267.71 |
| 2020-06-30 | $4.2M | 17k | 246.18 |
| 2020-03-31 | $4.0M | 17k | 240.61 |
| 2019-12-31 | $4.0M | 17k | 242.15 |
| 2019-09-30 | $3.5M | 15k | 233.01 |
| 2019-06-30 | $3.3M | 16k | 204.88 |