Nextera Energy shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 19k | 75.49 |
| 2025-06-30 | $1.3M | 19k | 69.42 |
| 2024-12-31 | $339k | 4.7k | 71.69 |
| 2024-09-30 | $251k | 3.0k | 84.54 |
| 2022-06-30 | $201k | 2.6k | 77.43 |
| 2022-03-31 | $389k | 4.6k | 84.64 |
| 2021-12-31 | $429k | 4.6k | 93.34 |
| 2021-09-30 | $349k | 4.4k | 78.48 |
| 2021-06-30 | $640k | 8.7k | 73.23 |
| 2021-03-31 | $757k | 10k | 75.65 |
| 2020-12-31 | $597k | 7.7k | 77.09 |