Nextera Energy shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 257k | 75.49 |
| 2025-06-30 | $17M | 246k | 69.29 |
| 2025-03-31 | $15M | 212k | 70.89 |
| 2024-12-31 | $14M | 201k | 71.55 |
| 2024-09-30 | $1.3M | 16k | 84.50 |
| 2024-06-30 | $1.1M | 16k | 70.67 |
| 2024-03-31 | $945k | 15k | 63.91 |
| 2023-12-31 | $705k | 12k | 60.73 |