Nextera Energy shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $515k | 5.9k | 87.78 |
| 2026-03-31 | $545k | 5.9k | 92.89 |
| 2025-12-31 | $489k | 6.1k | 80.28 |
| 2025-09-30 | $463k | 6.1k | 75.49 |
| 2025-06-30 | $363k | 5.2k | 69.42 |
| 2025-03-31 | $414k | 5.8k | 70.90 |
| 2024-12-31 | $380k | 5.3k | 71.69 |
| 2024-09-30 | $448k | 5.3k | 84.54 |
| 2024-06-30 | $356k | 5.0k | 70.81 |
| 2024-03-31 | $322k | 5.0k | 63.91 |
| 2023-12-31 | $330k | 5.4k | 60.74 |
| 2023-09-30 | $318k | 5.5k | 57.29 |
| 2023-06-30 | $413k | 5.6k | 74.20 |
| 2023-03-31 | $430k | 5.6k | 77.08 |
| 2022-12-31 | $462k | 5.5k | 83.60 |
More positions owned by Pension & Wealth Management Advisors
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