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Nextera Energy shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nextera Energy by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $57k 675 84.48
2024-03-31 $46k 713 63.93
2023-12-31 $23k 379 60.74

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Franklin Resources
Wells Fargo & Company
Bank of America Corporation
Nuveen Asset Management
Royal Bank of Canada
T. Rowe Price Associates
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Neuberger Berman Group
Goldman Sachs Group

View all funds holding Nextera Energy