Ownership history in StrongBox Wealth, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which StrongBox 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 | 75,097 | -312 | -0.4% | 1.98% | $6.0M | $79.74 |
| 2025 Q3 | ADDED | 75,409 | +4,354 | +6.1% | 1.93% | $5.7M | $74.47 |
| 2025 Q2 | ADDED | 71,055 | +4,251 | +6.4% | 1.87% | $4.9M | $67.96 |
| 2025 Q1 | ADDED | 66,804 | +4,471 | +7.2% | 1.97% | $4.7M | $68.84 |
| 2024 Q4 | ADDED | 62,333 | +1,301 | +2.1% | 1.89% | $4.5M | $69.05 |
| 2024 Q3 | ADDED | 61,032 | +1,186 | +2.0% | 2.21% | $5.2M | $80.88 |
| 2024 Q2 | ADDED | 59,846 | +4,287 | +7.7% | 2.00% | $4.2M | $67.31 |
| 2024 Q1 | UNCHANGED | 55,559 | — | 0% | 1.97% | $3.4M | $60.36 |
| 2023 Q4 | ADDED | 55,559 | +11,500 | +26.1% | 1.97% | $3.4M | $56.85 |
| 2023 Q3 | ADDED | 44,059 | +8,941 | +25.5% | 1.61% | $2.5M | $53.19 |
As of 2025 Q4 — sorted by position size