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
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |