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Nextera Energy shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nextera Energy by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 3.3k 75.49
2023-06-30 $220k 3.0k 74.20
2023-03-31 $232k 3.0k 77.08
2022-12-31 $213k 2.6k 83.60

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset Management

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
FMR
Northern Trust
Royal Bank of Canada
UBS Group
Goldman Sachs Group
Nuveen

View all funds holding Nextera Energy