Nextera Energy shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 35k | 75.49 |
| 2025-06-30 | $2.5M | 36k | 69.42 |
| 2025-03-31 | $2.5M | 35k | 70.89 |
| 2024-12-31 | $2.6M | 37k | 71.69 |
| 2024-09-30 | $3.2M | 38k | 84.53 |
| 2024-06-30 | $2.6M | 37k | 70.81 |
| 2024-03-31 | $2.5M | 39k | 63.91 |
| 2023-12-31 | $2.0M | 34k | 60.74 |
| 2023-03-31 | $432k | 5.6k | 77.08 |
| 2022-12-31 | $475k | 5.7k | 83.60 |
| 2022-09-30 | $422k | 5.4k | 78.57 |
| 2022-06-30 | $425k | 5.5k | 77.39 |
| 2022-03-31 | $456k | 5.4k | 84.90 |
| 2021-12-31 | $473k | 5.1k | 93.28 |