Nextera Energy shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $301k | 4.4k | 68.06 |
| 2024-09-30 | $366k | 4.5k | 82.12 |
| 2024-06-30 | $309k | 4.4k | 69.90 |
| 2024-03-31 | $303k | 4.4k | 68.62 |
| 2023-12-31 | $581k | 9.4k | 61.70 |
| 2023-09-30 | $387k | 7.8k | 49.33 |
| 2023-06-30 | $588k | 7.8k | 74.95 |
| 2023-03-31 | $535k | 7.1k | 75.58 |
| 2022-12-31 | $632k | 8.3k | 76.40 |
| 2022-09-30 | $595k | 7.8k | 76.07 |
| 2022-06-30 | $637k | 7.9k | 80.36 |
| 2022-03-31 | $550k | 6.7k | 81.89 |
| 2021-12-31 | $750k | 9.1k | 82.63 |
| 2021-09-30 | $779k | 9.2k | 84.62 |
| 2021-06-30 | $919k | 11k | 80.50 |
| 2021-03-31 | $1.6M | 21k | 78.33 |
| 2020-12-31 | $1.6M | 19k | 84.19 |
| 2020-09-30 | $746k | 2.5k | 297.80 |
| 2020-06-30 | $1.3M | 4.4k | 284.97 |
| 2020-03-31 | $453k | 2.0k | 232.31 |
| 2019-12-31 | $531k | 2.0k | 272.31 |
| 2019-09-30 | $433k | 2.0k | 222.05 |
| 2019-03-31 | $376 | 2.0k | 0.19 |
More positions owned by Castle Rock Wealth Management
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