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
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |