Nextera Energy shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 6.5k | 75.49 |
| 2025-06-30 | $469k | 6.8k | 69.42 |
| 2025-03-31 | $479k | 6.8k | 70.89 |
| 2024-12-31 | $492k | 6.9k | 71.69 |
| 2024-09-30 | $594k | 7.0k | 84.53 |
| 2024-06-30 | $497k | 7.0k | 70.81 |
| 2024-03-31 | $453k | 7.1k | 63.91 |
| 2023-12-31 | $430k | 7.1k | 60.74 |
| 2023-09-30 | $424k | 7.4k | 57.29 |
| 2023-06-30 | $550k | 7.4k | 74.20 |
| 2023-03-31 | $597k | 7.7k | 77.08 |
| 2022-12-31 | $652k | 7.8k | 83.59 |
| 2022-09-30 | $612k | 7.8k | 78.46 |
| 2022-06-30 | $661k | 7.8k | 84.74 |
| 2022-03-31 | $661k | 7.8k | 84.74 |
| 2021-12-31 | $740k | 7.9k | 93.32 |