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Nextera Energy shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nextera Energy by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 291 80.28
2025-09-30 $22k 291 75.49
2025-06-30 $22k 314 69.42
2025-03-31 $21k 291 70.89

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View all positions for Smallwood Wealth Investment Management

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
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
Charles Schwab Investment Management

View all funds holding Nextera Energy