Nextera Energy shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $369k | 4.9k | 75.49 |
| 2025-06-30 | $339k | 4.9k | 69.42 |
| 2025-03-31 | $346k | 4.9k | 70.89 |
| 2024-12-31 | $334k | 4.8k | 69.23 |
| 2024-09-30 | $352k | 4.7k | 74.62 |
| 2024-06-30 | $264k | 3.5k | 74.70 |