Nextera Energy shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $846k | 11k | 75.49 |
| 2025-06-30 | $813k | 12k | 69.42 |
| 2025-03-31 | $806k | 11k | 70.89 |
| 2024-12-31 | $802k | 11k | 71.69 |
| 2024-09-30 | $907k | 11k | 84.53 |
| 2024-06-30 | $716k | 10k | 70.81 |
| 2024-03-31 | $624k | 9.8k | 63.91 |
| 2023-12-31 | $506k | 8.3k | 60.74 |
| 2023-09-30 | $415k | 7.2k | 57.29 |
| 2023-06-30 | $679k | 9.2k | 74.20 |
| 2023-03-31 | $594k | 7.7k | 77.08 |
| 2022-12-31 | $704k | 8.4k | 83.60 |
| 2022-09-30 | $577k | 7.4k | 78.45 |
| 2022-06-30 | $528k | 6.8k | 77.43 |
| 2022-03-31 | $579k | 6.8k | 84.67 |
| 2021-12-31 | $611k | 6.5k | 93.31 |
| 2021-09-30 | $471k | 6.0k | 78.50 |
| 2021-06-30 | $407k | 5.6k | 73.20 |
| 2021-03-31 | $417k | 5.5k | 75.60 |
| 2020-12-31 | $457k | 5.9k | 77.05 |
| 2020-09-30 | $366k | 1.3k | 277.27 |
| 2019-12-31 | $215k | 886 | 242.66 |
| 2019-09-30 | $202k | 867 | 232.99 |
| 2019-03-31 | $165k | 851 | 193.89 |
| 2018-12-31 | $138k | 794 | 173.80 |
| 2018-09-30 | $122k | 730 | 167.12 |
| 2018-06-30 | $122k | 721 | 169.21 |
| 2018-03-31 | $96k | 599 | 160.27 |
| 2017-12-31 | $83k | 536 | 154.85 |