NEE NEXTERA ENERGY, INC.

Ownership history in Cornerstone Advisors, LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in NEXTERA ENERGY, INC. (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2022 Q2)
Avg. % of fund
0.5%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 305,200 0% 0.76% $23.0M $74.47
2025 Q2 ADDED 305,200 +112,000 +58.0% 0.73% $21.2M $67.96
2025 Q1 ADDED 193,200 +46,900 +32.1% 0.59% $13.7M $68.84
2024 Q4 UNCHANGED 146,300 0% 0.42% $10.5M $69.05
2024 Q3 ADDED 146,300 +48,500 +49.6% 0.49% $12.4M $80.88
2024 Q2 REDUCED 97,800 -11,600 -10.6% 0.28% $6.9M $67.31
2024 Q1 UNCHANGED 109,400 0% 0.29% $7.0M $60.36
2023 Q4 REDUCED 109,400 -22,500 -17.1% 0.29% $6.6M $56.85
2023 Q3 ADDED 131,900 +13,100 +11.0% 0.35% $7.6M $53.19
2023 Q2 ADDED 118,800 +97,300 +452.6% 0.42% $8.8M $68.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NEE price (monthly, adj. close)
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