Nextera Energy shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $241k | 3.0k | 80.29 |
| 2025-09-30 | $253k | 3.4k | 75.49 |
| 2023-06-30 | $293k | 4.0k | 74.12 |
| 2023-03-31 | $371k | 4.8k | 77.15 |
| 2022-12-31 | $476k | 5.7k | 83.55 |
| 2022-09-30 | $683k | 8.7k | 78.45 |
| 2022-06-30 | $430k | 5.6k | 77.41 |
| 2022-03-31 | $717k | 7.7k | 93.37 |
| 2021-12-31 | $717k | 7.7k | 93.37 |
| 2021-09-30 | $838k | 11k | 78.55 |
| 2020-12-31 | $896k | 12k | 77.16 |