Nextera Energy shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 3.3k | 75.50 |
| 2025-06-30 | $248k | 3.6k | 69.42 |
| 2025-03-31 | $252k | 3.6k | 70.89 |
| 2024-12-31 | $308k | 4.3k | 71.68 |
| 2024-09-30 | $388k | 4.6k | 84.48 |
| 2024-06-30 | $311k | 10k | 30.74 |
| 2024-03-31 | $249k | 3.9k | 63.80 |
| 2023-12-31 | $236k | 3.9k | 60.82 |
| 2023-09-30 | $222k | 3.9k | 57.31 |
| 2023-06-30 | $288k | 3.9k | 74.20 |
| 2023-03-31 | $297k | 3.8k | 77.08 |
| 2022-09-30 | $248k | 3.2k | 78.23 |
| 2022-06-30 | $235k | 3.0k | 77.35 |
| 2022-03-31 | $278k | 3.3k | 84.63 |
| 2021-12-31 | $315k | 3.4k | 93.11 |
| 2021-09-30 | $320k | 3.7k | 86.05 |
| 2021-06-30 | $239k | 3.3k | 73.29 |
| 2021-03-31 | $264k | 3.2k | 81.56 |
| 2020-12-31 | $264k | 3.2k | 81.56 |
| 2020-09-30 | $253k | 912 | 277.41 |
| 2020-06-30 | $72k | 301 | 239.20 |
| 2020-03-31 | $72k | 300 | 240.00 |
| 2019-12-31 | $77k | 319 | 241.38 |
| 2019-09-30 | $67k | 288 | 232.64 |
| 2019-06-30 | $182k | 887 | 205.19 |
| 2019-03-31 | $55k | 287 | 191.64 |
| 2018-12-31 | $49k | 285 | 171.93 |