Nextera Energy shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 272k | 75.49 |
| 2025-06-30 | $19M | 266k | 69.42 |
| 2025-03-31 | $18M | 255k | 70.89 |
| 2024-12-31 | $17M | 232k | 71.69 |
| 2024-09-30 | $19M | 230k | 84.53 |
| 2024-06-30 | $16M | 231k | 70.81 |
| 2024-03-31 | $15M | 232k | 63.91 |
| 2023-12-31 | $11M | 188k | 60.74 |
| 2023-09-30 | $9.0M | 157k | 57.29 |