Nextera Energy shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 74k | 75.49 |
| 2025-06-30 | $5.1M | 73k | 69.42 |
| 2025-03-31 | $5.2M | 73k | 70.89 |
| 2024-12-31 | $5.1M | 73k | 69.29 |
| 2024-09-30 | $5.6M | 69k | 80.50 |
| 2024-06-30 | $4.8M | 67k | 72.12 |
| 2024-03-31 | $4.2M | 66k | 62.75 |
| 2023-12-31 | $12M | 65k | 182.16 |
| 2023-09-30 | $2.2M | 41k | 54.38 |
| 2023-06-30 | $316k | 4.3k | 74.20 |
| 2023-03-31 | $328k | 4.2k | 77.16 |
| 2022-12-31 | $454k | 5.4k | 83.83 |