Ownership history in Nicholas Wealth, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which Nicholas Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 17,730 | -25,520 | -59.0% | 0.95% | $1.4M | $79.74 |
| 2025 Q3 | ADDED | 43,250 | +8,020 | +22.8% | 1.36% | $3.3M | $74.47 |
| 2025 Q2 | ADDED | 35,230 | +5,084 | +16.9% | 1.19% | $2.4M | $67.96 |
| 2025 Q1 | ADDED | 30,146 | +4,134 | +15.9% | 1.24% | $2.1M | $68.84 |
| 2024 Q4 | ADDED | 26,012 | +4,344 | +20.0% | 0.94% | $1.7M | $69.05 |
| 2024 Q3 | ADDED | 21,668 | +1,472 | +7.3% | 1.13% | $1.8M | $80.88 |
| 2024 Q2 | ADDED | 20,196 | +12,348 | +157.3% | 1.00% | $1.4M | $67.31 |
| 2024 Q1 | ADDED | 7,848 | +1,574 | +25.1% | 0.38% | $502K | $60.36 |
| 2023 Q4 | ADDED | 6,274 | +5,304 | +546.8% | 0.33% | $391K | $56.85 |
| 2023 Q3 | INITIATED | 970 | — | — | 0.05% | $56K | — |
As of 2025 Q4 — sorted by position size