Nextera Energy shares owned by Caldwell Trust
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 180k | 75.49 |
| 2021-12-31 | $22M | 232k | 93.36 |
| 2021-09-30 | $19M | 237k | 78.52 |
| 2021-06-30 | $18M | 246k | 73.28 |
| 2021-03-31 | $19M | 248k | 75.61 |
| 2020-12-31 | $19M | 249k | 77.15 |
| 2020-09-30 | $17M | 62k | 277.56 |
| 2020-06-30 | $15M | 64k | 240.17 |
| 2020-03-31 | $16M | 65k | 240.62 |
| 2019-12-31 | $16M | 67k | 242.16 |