Nextera Energy shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 15k | 75.49 |
| 2025-06-30 | $1.1M | 16k | 69.42 |
| 2025-03-31 | $1.1M | 16k | 70.89 |
| 2024-12-31 | $1.1M | 15k | 71.69 |
| 2024-09-30 | $1.2M | 14k | 84.53 |
| 2024-06-30 | $995k | 14k | 70.81 |
| 2024-03-31 | $895k | 14k | 63.91 |
| 2023-12-31 | $764k | 13k | 60.74 |
| 2023-09-30 | $720k | 13k | 57.29 |
| 2023-06-30 | $932k | 13k | 74.20 |
| 2023-03-31 | $970k | 13k | 77.08 |
| 2022-12-31 | $1.1M | 13k | 83.60 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management