Nextera Energy shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 16k | 84.53 |
| 2024-06-30 | $1.2M | 17k | 70.81 |
| 2024-03-31 | $1.2M | 19k | 63.91 |
| 2023-12-31 | $627k | 10k | 60.74 |
| 2023-09-30 | $894k | 16k | 56.97 |
| 2023-06-30 | $1.2M | 17k | 74.07 |
| 2023-03-31 | $1.3M | 17k | 77.08 |
| 2022-12-31 | $1.4M | 17k | 83.49 |
| 2022-09-30 | $1.7M | 22k | 78.55 |
| 2022-06-30 | $1.7M | 22k | 77.55 |
| 2022-03-31 | $1.2M | 14k | 84.85 |
| 2021-12-31 | $1.3M | 14k | 93.40 |