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Nextera Energy shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management investment in Nextera Energy

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

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Quarterly reported holdings in Nextera Energy by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 353 65.16
2023-12-31 $25k 408 61.27
2023-09-30 $20k 358 56.98
2023-06-30 $21k 296 71.94
2023-03-31 $18k 227 79.30
2022-12-31 $17k 227 74.89
2022-09-30 $18k 227 79.30
2022-06-30 $18k 227 79.30
2022-03-31 $13k 148 87.84
2021-12-31 $14k 148 94.59
2021-09-30 $26k 336 77.38
2021-06-30 $25k 336 74.40
2021-03-31 $25k 336 74.40
2020-12-31 $26k 336 77.38
2020-09-30 $23k 84 273.81
2020-06-30 $20k 84 238.10
2020-03-31 $20k 84 238.10