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Nextera Energy shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 2.7k 80.28
2025-03-31 $210k 3.0k 70.89
2024-12-31 $213k 3.0k 71.69
2024-09-30 $253k 3.0k 84.53
2024-06-30 $210k 3.0k 70.81
2023-09-30 $239k 4.2k 57.29

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View all positions for Lakeshore Financial Planning

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Franklin Resources
Norges Bank Investment Management
Wells Fargo & Company
Capital Research Global Investors
FMR
Northern Trust
Royal Bank of Canada
UBS Group
Goldman Sachs Group
Nuveen

View all funds holding Nextera Energy