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Nextera Energy shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Nextera Energy

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All positions including Nextera Energy held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 2.6k 84.53
2023-03-31 $258k 3.4k 77.07
2022-12-31 $280k 3.4k 83.60
2022-09-30 $263k 3.4k 78.48
2022-06-30 $231k 3.0k 77.49
2021-12-31 $328k 3.5k 93.31
2021-03-31 $256k 3.0k 84.88