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

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Quarterly reported holdings in Nextera Energy by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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