Nextera Energy shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $332k | 4.8k | 69.42 |
| 2025-03-31 | $828k | 12k | 70.89 |
| 2024-12-31 | $998k | 14k | 71.69 |
| 2024-09-30 | $1.2M | 14k | 84.53 |
| 2024-06-30 | $977k | 14k | 70.81 |
| 2024-03-31 | $727k | 11k | 63.91 |
| 2023-12-31 | $703k | 12k | 60.74 |
| 2023-09-30 | $686k | 12k | 57.29 |
| 2023-06-30 | $919k | 12k | 74.20 |
| 2023-03-31 | $960k | 13k | 77.08 |
| 2022-12-31 | $408k | 4.9k | 83.60 |
| 2022-09-30 | $398k | 5.1k | 78.42 |
| 2022-06-30 | $392k | 5.1k | 77.24 |
| 2022-03-31 | $436k | 5.1k | 84.74 |
| 2021-12-31 | $480k | 5.1k | 93.29 |
| 2021-09-30 | $324k | 4.1k | 78.49 |
| 2021-06-30 | $299k | 4.1k | 73.32 |
| 2021-03-31 | $278k | 3.7k | 75.58 |
| 2020-12-31 | $278k | 3.6k | 77.05 |