Ownership history in VANTAGE WEALTH · 11 quarters on record
This page tracks every 13F SEC filing in which VANTAGE WEALTH 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 | 241,575 | -4,815 | -2.0% | 4.19% | $19.4M | $79.74 |
| 2025 Q3 | REDUCED | 246,390 | -2,045 | -0.8% | 4.05% | $18.6M | $74.47 |
| 2025 Q2 | ADDED | 248,435 | +16,500 | +7.1% | 3.91% | $17.2M | $67.96 |
| 2025 Q1 | ADDED | 231,935 | +4,165 | +1.8% | 3.72% | $16.4M | $68.84 |
As of 2025 Q4 — sorted by position size