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Nextera Energy shares owned by Strategies Wealth Advisors

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Strategies Wealth Advisors from 13F filings

Historical chart of Strategies Wealth Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Strategies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 16k 75.49
2025-06-30 $799k 12k 69.42
2025-03-31 $332k 4.7k 70.90

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
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

View all funds holding Nextera Energy