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Nextera Energy shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Nextera Energy

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All positions including Nextera Energy held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 2.6k 87.81
2026-03-31 $43k 459 92.88
2025-12-31 $32k 392 80.28
2025-09-30 $31k 404 75.49
2025-06-30 $30k 405 73.06
2025-03-31 $34k 479 70.92
2024-12-31 $29k 406 71.69