Level Wealth Management »

Nextera Energy shares owned by Level Wealth Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Level Wealth Management from 13F filings

Historical chart of Level Wealth Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nextera Energy by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 2.4k 92.88

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Level Wealth Management

Top funds holding Nextera Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Franklin Resources
Capital Research Global Investors
FMR
Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Northern Trust

View all funds holding Nextera Energy