Nextera Energy shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 7.3k | 82.11 |
| 2025-06-30 | $588k | 8.1k | 72.46 |
| 2025-03-31 | $521k | 7.9k | 65.81 |
| 2024-12-31 | $529k | 7.9k | 67.38 |
| 2024-09-30 | $665k | 7.9k | 84.39 |
| 2024-06-30 | $687k | 9.4k | 72.90 |
| 2024-03-31 | $533k | 8.6k | 61.70 |
| 2023-12-31 | $397k | 6.9k | 57.65 |
| 2023-09-30 | $477k | 9.1k | 52.39 |
| 2023-06-30 | $672k | 9.1k | 74.20 |
| 2023-03-31 | $674k | 8.8k | 76.80 |
| 2022-12-31 | $646k | 8.5k | 75.62 |
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