Nextera Energy shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 591 | 75.43 |
| 2025-06-30 | $41k | 590 | 69.45 |
| 2025-03-31 | $43k | 602 | 70.93 |
| 2024-12-31 | $43k | 602 | 71.69 |
| 2024-09-30 | $50k | 590 | 84.53 |
| 2024-06-30 | $40k | 558 | 70.81 |
| 2024-03-31 | $36k | 558 | 63.91 |