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Nextera Energy shares owned by PCG Wealth Advisors

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

Historical chart of PCG Wealth Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nextera Energy by PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $387k 4.6k 84.54
2022-09-30 $358k 4.6k 78.30

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First Tr Value Line Divid In SHS (FVD)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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First Tr Exchange-traded Cap Strength Etf (FTCS)
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Nat Gas Etf (FCG)

View all positions for PCG Wealth Advisors

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Norges Bank Investment Management
Geode Capital Management
Franklin Resources
Wells Fargo & Company
Bank of America Corporation
FMR
T. Rowe Price Associates
Northern Trust
UBS Group
Royal Bank of Canada

View all funds holding Nextera Energy