Ownership history in Transform Wealth, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Transform 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 3,152 | -1,173 | -27.1% | 0.01% | $226K | $69.05 |
| 2022 Q2 | REDUCED | 4,325 | -2,907 | -40.2% | 0.05% | $335K | $69.81 |
| 2022 Q1 | REDUCED | 7,232 | -603 | -7.7% | 0.07% | $612K | $75.91 |
| 2021 Q4 | REDUCED | 7,835 | -730 | -8.5% | 0.08% | $732K | $83.20 |
| 2021 Q3 | REDUCED | 8,565 | -484 | -5.3% | 0.08% | $673K | $69.67 |
| 2021 Q2 | ADDED | 9,049 | +2,783 | +44.4% | 0.08% | $663K | $64.72 |
| 2021 Q1 | ADDED | 6,266 | +181 | +3.0% | 0.10% | $474K | $66.43 |
| 2020 Q4 | ADDED | 6,085 | +3,882 | +176.2% | 0.10% | $469K | $67.43 |
| 2020 Q3 | REDUCED | 2,203 | -33 | -1.5% | 0.10% | $611K | $60.36 |
| 2020 Q2 | REDUCED | 2,236 | -5 | -0.2% | 0.09% | $537K | $51.97 |
As of 2025 Q4 — sorted by position size