Nextera Energy shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 20k | 75.49 |
| 2025-06-30 | $1.4M | 21k | 69.42 |
| 2025-03-31 | $1.4M | 20k | 70.89 |
| 2024-12-31 | $1.4M | 19k | 71.69 |
| 2024-09-30 | $1.6M | 18k | 84.53 |
| 2024-06-30 | $1.0M | 14k | 70.81 |
| 2024-03-31 | $912k | 14k | 63.91 |
| 2023-12-31 | $733k | 12k | 60.74 |
| 2023-09-30 | $709k | 12k | 57.29 |
| 2023-06-30 | $859k | 12k | 74.20 |
| 2023-03-31 | $885k | 12k | 77.08 |
| 2022-12-31 | $989k | 12k | 83.60 |
| 2022-09-30 | $970k | 12k | 78.42 |
| 2022-06-30 | $819k | 11k | 77.49 |