Nextera Energy shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Nextera Energy
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All positions including Nextera Energy held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $365k | 4.3k | 84.53 |
2024-06-30 | $306k | 4.3k | 70.81 |
2024-03-31 | $274k | 4.3k | 63.91 |
2023-12-31 | $326k | 5.4k | 60.74 |
2023-09-30 | $315k | 5.5k | 57.29 |
2023-06-30 | $409k | 5.5k | 74.20 |
2023-03-31 | $435k | 5.6k | 77.08 |
2021-12-31 | $175k | 1.9k | 93.33 |