Nextera Energy shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $440k | 5.9k | 74.20 |
| 2023-03-31 | $570k | 7.4k | 77.08 |
| 2022-12-31 | $438k | 5.2k | 83.60 |
| 2022-09-30 | $410k | 5.2k | 78.45 |
| 2022-06-30 | $529k | 6.8k | 77.51 |
| 2022-03-31 | $579k | 6.8k | 84.76 |
| 2021-12-31 | $650k | 7.0k | 93.42 |
| 2021-09-30 | $540k | 6.9k | 78.57 |
| 2021-06-30 | $469k | 6.4k | 73.27 |
| 2021-03-31 | $484k | 6.4k | 75.60 |
| 2020-12-31 | $510k | 6.6k | 77.10 |
| 2020-09-30 | $445k | 1.6k | 277.43 |
| 2020-06-30 | $385k | 1.6k | 240.02 |
| 2020-03-31 | $400k | 1.7k | 240.82 |
| 2019-12-31 | $434k | 1.8k | 242.05 |
| 2019-09-30 | $370k | 1.6k | 232.85 |
| 2019-06-30 | $325k | 1.6k | 204.66 |
| 2019-03-31 | $307k | 1.6k | 193.32 |
| 2018-12-31 | $276k | 1.6k | 173.80 |
| 2018-09-30 | $262k | 1.6k | 167.84 |
| 2018-06-30 | $261k | 1.6k | 167.20 |
| 2018-03-31 | $257k | 1.6k | 163.38 |
| 2017-12-31 | $264k | 1.7k | 156.03 |
| 2017-09-30 | $264k | 1.8k | 146.59 |
| 2017-06-30 | $249k | 1.8k | 139.89 |
| 2017-03-31 | $229k | 1.8k | 128.65 |
| 2016-12-31 | $216k | 1.8k | 119.60 |
| 2016-09-30 | $240k | 2.0k | 122.32 |
| 2016-06-30 | $246k | 1.9k | 130.16 |
| 2016-03-31 | $224k | 1.9k | 118.52 |
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