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Nextera Energy shares owned by Ascent Wealth Partners

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Ascent Wealth Partners from 13F filings

Historical chart of Ascent Wealth Partners investment in Nextera Energy

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All positions including Nextera Energy held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 27k 84.53
2024-06-30 $1.9M 27k 70.81
2024-03-31 $1.6M 25k 63.91
2023-12-31 $1.6M 27k 60.74
2023-09-30 $1.4M 24k 57.29
2023-06-30 $1.8M 24k 72.79
2023-03-31 $1.2M 15k 77.08
2022-12-31 $1.2M 15k 83.60
2022-09-30 $1.2M 16k 78.38
2022-06-30 $1.9M 24k 78.07
2022-03-31 $776k 9.2k 84.69
2021-09-30 $699k 8.9k 78.55
2021-06-30 $630k 8.6k 73.26
2021-03-31 $650k 8.6k 75.58
2020-12-31 $663k 8.6k 77.09
2020-09-30 $597k 2.2k 277.67
2020-06-30 $516k 2.2k 240.00
2020-03-31 $517k 2.2k 240.47
2019-12-31 $521k 2.2k 242.33
2019-09-30 $501k 2.2k 233.02
2019-06-30 $440k 2.2k 204.65
2019-03-31 $416k 2.2k 193.49
2018-12-31 $374k 2.2k 173.95
2018-09-30 $361k 2.2k 167.44
2018-06-30 $359k 2.2k 166.98
2018-03-31 $351k 2.2k 163.26
2017-12-31 $336k 2.2k 156.28
2017-09-30 $315k 2.2k 146.51
2017-06-30 $301k 2.2k 140.00
2017-03-31 $276k 2.2k 128.37
2016-12-31 $257k 2.2k 119.53
2016-09-30 $263k 2.2k 122.33
2016-06-30 $280k 2.2k 130.23
2016-03-31 $260k 2.2k 118.18
2015-12-31 $223k 2.2k 103.72
2015-09-30 $210k 2.2k 97.67
2015-06-30 $211k 2.2k 98.14
2015-03-31 $224k 2.2k 104.19
2014-12-31 $229k 2.2k 106.51
2014-09-30 $202k 2.2k 93.95
2014-06-30 $220k 2.2k 102.33
2014-03-31 $206k 2.2k 95.81