Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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

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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

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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
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 $2.6M 11k 242.11
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

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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Nextera Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Franklin Resources
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Nuveen Asset Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Nextera Energy