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Nextera Energy shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Private Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 3.9k 75.49
2025-06-30 $252k 3.6k 69.42

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Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
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Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Berkshire Hathaway Cl A (BRK.A)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)

View all positions for Private Wealth Asset Management

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
FMR
Northern Trust
Royal Bank of Canada
UBS Group
Goldman Sachs Group
Nuveen

View all funds holding Nextera Energy