Nextera Energy shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $223k | 2.4k | 92.88 |
| 2023-03-31 | $208k | 2.7k | 77.08 |
| 2022-12-31 | $245k | 2.9k | 83.60 |
| 2016-12-31 | $257k | 2.2k | 119.53 |