Nextera Energy shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 24k | 75.49 |
| 2025-06-30 | $1.7M | 24k | 69.42 |
| 2025-03-31 | $1.8M | 25k | 70.89 |
| 2024-12-31 | $1.7M | 24k | 71.69 |
| 2024-09-30 | $2.1M | 24k | 84.53 |
| 2024-06-30 | $1.7M | 24k | 70.81 |
| 2022-12-31 | $2.5M | 30k | 83.60 |
| 2022-09-30 | $2.4M | 31k | 78.42 |
| 2022-06-30 | $2.4M | 31k | 77.45 |
| 2022-03-31 | $2.8M | 33k | 86.49 |
| 2021-12-31 | $3.0M | 32k | 93.36 |
| 2021-09-30 | $2.3M | 30k | 78.51 |
| 2021-06-30 | $2.2M | 29k | 75.12 |
| 2021-03-31 | $2.1M | 27k | 75.76 |
| 2020-12-31 | $2.1M | 27k | 77.14 |