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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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All positions including Nextera Energy held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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