Nextera Energy shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 45k | 75.49 |
| 2025-06-30 | $3.2M | 46k | 69.42 |
| 2025-03-31 | $948k | 13k | 70.89 |
| 2024-12-31 | $983k | 14k | 71.69 |
| 2024-09-30 | $576k | 6.8k | 84.53 |
| 2024-06-30 | $521k | 7.4k | 70.81 |
| 2024-03-31 | $433k | 6.8k | 63.91 |
| 2023-09-30 | $2.7M | 47k | 57.29 |
| 2023-06-30 | $6.4M | 87k | 74.20 |
| 2023-03-31 | $3.1M | 40k | 77.08 |
| 2022-12-31 | $3.3M | 40k | 83.60 |
| 2022-09-30 | $3.1M | 40k | 78.41 |
| 2022-06-30 | $3.6M | 46k | 77.45 |
| 2022-03-31 | $3.8M | 45k | 84.71 |
| 2021-12-31 | $4.3M | 46k | 93.35 |
| 2021-09-30 | $3.4M | 44k | 78.51 |
| 2021-06-30 | $3.1M | 42k | 73.32 |
| 2021-03-31 | $3.1M | 41k | 75.61 |
| 2020-12-31 | $3.2M | 41k | 77.15 |
| 2020-09-30 | $3.0M | 11k | 277.55 |
| 2020-06-30 | $2.6M | 11k | 240.14 |
| 2020-03-31 | $2.6M | 11k | 240.64 |
| 2019-12-31 | $2.7M | 59k | 46.59 |
| 2019-09-30 | $2.5M | 11k | 233.06 |
| 2017-12-31 | $1.3M | 8.3k | 156.22 |
| 2017-09-30 | $1.3M | 9.0k | 146.56 |
| 2017-06-30 | $1.1M | 8.0k | 140.17 |
| 2017-03-31 | $934k | 7.3k | 128.33 |
| 2016-12-31 | $819k | 6.9k | 119.47 |
| 2016-09-30 | $881k | 7.2k | 122.31 |
| 2016-06-30 | $972k | 7.5k | 130.43 |
| 2016-03-31 | $870k | 7.3k | 118.40 |
| 2015-12-31 | $739k | 7.1k | 103.95 |
| 2015-09-30 | $584k | 6.0k | 97.58 |
| 2015-06-30 | $458k | 4.7k | 97.95 |
| 2015-03-31 | $364k | 3.5k | 103.91 |
| 2014-12-31 | $267k | 2.5k | 106.42 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management