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Nextera Energy shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in Nextera Energy

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All positions including Nextera Energy held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 4.7k 75.48
2025-06-30 $256k 3.7k 69.42
2025-03-31 $262k 3.7k 70.89
2024-12-31 $350k 4.9k 71.69
2024-09-30 $371k 4.4k 84.53