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Nextera Energy shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in Nextera Energy

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All positions including Nextera Energy held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $93k 1.5k 60.74
2023-09-30 $87k 1.5k 57.29
2023-06-30 $111k 1.5k 72.69
2023-03-31 $118k 1.5k 77.08
2022-12-31 $122k 1.5k 83.60
2022-09-30 $114k 1.5k 78.40
2022-06-30 $113k 1.5k 77.72
2022-03-31 $123k 1.5k 84.59
2021-12-31 $130k 1.4k 93.19
2021-09-30 $157k 2.0k 78.54
2021-06-30 $153k 2.1k 73.24
2021-03-31 $156k 2.1k 75.44
2020-12-31 $160k 2.1k 77.37
2020-09-30 $146k 527 277.04
2020-06-30 $127k 527 240.99
2020-03-31 $127k 527 240.99
2019-12-31 $132k 544 242.65
2019-09-30 $137k 588 232.99
2019-06-30 $120k 588 204.08
2019-03-31 $114k 588 193.88
2018-12-31 $67k 383 174.93
2018-09-30 $64k 383 167.10
2018-06-30 $71k 428 165.89
2018-03-31 $63k 383 164.49
2017-12-31 $60k 383 156.66
2017-09-30 $56k 383 146.21
2017-06-30 $54k 383 140.99
2017-03-31 $49k 383 127.94
2016-12-31 $46k 383 120.10
2016-09-30 $47k 383 122.72
2016-06-30 $50k 383 130.55
2016-03-31 $61k 516 118.22
2015-12-31 $54k 516 104.65
2015-09-30 $63k 649 97.07
2015-06-30 $64k 649 98.61
2015-03-31 $68k 649 104.78
2014-12-31 $69k 649 106.32

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Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Nextera Energy

Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Franklin Resources
Legal & General Group
Royal Bank of Canada
Wellington Management Company
Goldman Sachs Group
Bank of New York Mellon
Neuberger Berman Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Nextera Energy