Nextera Energy shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $516k | 8.1k | 63.91 |
| 2023-12-31 | $577k | 9.5k | 60.74 |
| 2023-09-30 | $542k | 9.5k | 57.29 |
| 2023-06-30 | $709k | 9.6k | 74.20 |
| 2023-03-31 | $768k | 10k | 77.08 |
| 2022-12-31 | $931k | 12k | 75.59 |
| 2022-09-30 | $764k | 9.7k | 78.44 |
| 2022-06-30 | $709k | 9.2k | 77.41 |
| 2022-03-31 | $1.0M | 12k | 84.67 |
| 2021-12-31 | $1.1M | 12k | 93.37 |
| 2021-06-30 | $885k | 12k | 73.27 |
| 2021-03-31 | $931k | 12k | 75.59 |
| 2020-12-31 | $953k | 12k | 77.12 |
| 2020-09-30 | $860k | 3.1k | 277.69 |
| 2020-06-30 | $766k | 3.2k | 240.20 |
| 2020-03-31 | $772k | 3.2k | 242.08 |
| 2019-12-31 | $772k | 3.2k | 242.08 |