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

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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
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