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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

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Quarterly reported holdings in Nextera Energy by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
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

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Nextera Energy

Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Franklin Resources
Legal & General Group
Royal Bank of Canada
Wellington Management Company
Goldman Sachs Group
Bank of New York Mellon
Neuberger Berman Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Nextera Energy