Icon Wealth Advisors »

Nextera Energy shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nextera Energy by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 41k 60.74
2022-12-31 $5.7M 68k 83.60
2022-09-30 $5.3M 68k 78.41

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Microsoft Corp Stock (MSFT)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Ishares Mbs Etf Etf (MBB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Nextera Energy

Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Franklin Resources
Legal & General Group
Royal Bank of Canada
Wellington Management Company
Goldman Sachs Group
Bank of New York Mellon
Neuberger Berman Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Nextera Energy