Nextera Energy shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 91k | 75.49 |
| 2025-06-30 | $5.8M | 84k | 69.42 |
| 2025-03-31 | $6.0M | 85k | 70.89 |
| 2024-12-31 | $6.5M | 91k | 71.69 |
| 2024-09-30 | $9.6M | 113k | 84.53 |
| 2024-06-30 | $7.5M | 106k | 70.81 |
| 2024-03-31 | $4.7M | 73k | 63.91 |
| 2023-12-31 | $6.0M | 99k | 60.74 |
| 2023-09-30 | $4.9M | 80k | 62.10 |
| 2023-06-30 | $5.7M | 77k | 74.20 |