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Nextera Energy shares owned by Up Strategic Wealth Investment Advisors

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

Historical chart of Up Strategic Wealth Investment Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Nextera Energy by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 4.0k 89.47
2025-09-30 $247k 2.9k 85.79
2025-06-30 $292k 4.2k 69.42
2025-03-31 $319k 4.5k 70.89
2024-09-30 $282k 3.3k 84.53

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View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Nextera Energy

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Franklin Resources
Norges Bank Investment Management
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