Nextera Energy shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 38k | 63.91 |
| 2023-12-31 | $2.3M | 38k | 60.74 |
| 2023-09-30 | $2.1M | 37k | 57.29 |
| 2023-06-30 | $5.0M | 68k | 74.20 |
| 2023-03-31 | $5.2M | 67k | 77.08 |
| 2022-12-31 | $5.7M | 68k | 83.60 |
| 2022-09-30 | $5.4M | 68k | 78.41 |
| 2022-06-30 | $6.2M | 80k | 77.46 |
| 2022-03-31 | $7.2M | 85k | 84.71 |
| 2021-12-31 | $7.7M | 83k | 93.36 |
| 2021-09-30 | $6.4M | 82k | 78.53 |
| 2021-06-30 | $6.0M | 82k | 73.28 |
| 2021-03-31 | $6.1M | 80k | 75.61 |
| 2020-12-31 | $3.5M | 45k | 77.15 |
| 2020-09-30 | $2.3M | 8.3k | 277.53 |
| 2020-06-30 | $2.0M | 8.1k | 240.15 |
| 2020-03-31 | $726k | 3.0k | 240.72 |
| 2019-12-31 | $719k | 3.0k | 242.25 |
| 2019-09-30 | $692k | 3.0k | 232.92 |
| 2019-06-30 | $606k | 3.0k | 204.94 |
| 2019-03-31 | $586k | 3.0k | 193.27 |
| 2018-12-31 | $560k | 3.2k | 173.97 |