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
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Alta Wealth 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 Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |