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
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $297k | 3.2k | 92.88 |
| 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 |