Nextera Energy shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 30k | 75.49 |
| 2025-06-30 | $2.4M | 35k | 69.42 |
| 2025-03-31 | $2.4M | 34k | 70.89 |
| 2024-12-31 | $2.7M | 38k | 71.69 |
| 2024-09-30 | $3.2M | 37k | 84.53 |
| 2024-06-30 | $2.4M | 34k | 70.81 |
| 2024-03-31 | $1.9M | 30k | 63.91 |
| 2023-12-31 | $2.1M | 34k | 60.74 |
| 2023-09-30 | $1.7M | 30k | 57.29 |
| 2023-06-30 | $2.3M | 31k | 74.20 |
| 2023-03-31 | $2.7M | 35k | 77.08 |
| 2022-12-31 | $2.6M | 31k | 83.60 |
| 2022-09-30 | $2.4M | 30k | 78.41 |
| 2022-06-30 | $2.3M | 29k | 77.46 |
| 2022-03-31 | $2.5M | 29k | 84.72 |
| 2021-12-31 | $2.9M | 32k | 93.36 |
| 2021-09-30 | $2.4M | 30k | 78.53 |
| 2021-06-30 | $2.3M | 31k | 73.28 |
| 2021-03-31 | $2.3M | 31k | 75.61 |
| 2020-12-31 | $1.4M | 19k | 77.13 |
| 2018-12-31 | $1.9M | 11k | 173.83 |
| 2018-09-30 | $1.8M | 11k | 167.60 |
| 2018-06-30 | $8.0M | 48k | 167.02 |
| 2018-03-31 | $1.7M | 11k | 163.34 |
| 2017-12-31 | $1.6M | 10k | 156.20 |
| 2017-09-30 | $1.5M | 10k | 146.54 |
| 2017-06-30 | $1.5M | 10k | 140.11 |
| 2017-03-31 | $1.3M | 10k | 128.38 |
| 2016-12-31 | $1.3M | 11k | 119.49 |
| 2016-09-30 | $1.3M | 11k | 122.35 |
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