Nextera Energy shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Nextera Energy
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All positions including Nextera Energy held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $739k | 8.7k | 84.53 |
2024-06-30 | $662k | 9.4k | 70.81 |
2024-03-31 | $522k | 8.2k | 63.91 |
2023-12-31 | $588k | 9.7k | 60.74 |
2023-09-30 | $534k | 9.3k | 57.29 |
2023-06-30 | $258k | 3.5k | 74.20 |
2023-03-31 | $252k | 3.3k | 77.09 |
2022-12-31 | $233k | 2.8k | 83.59 |
2022-09-30 | $245k | 3.1k | 78.43 |