Nextera Energy shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 34k | 75.49 |
| 2025-06-30 | $2.4M | 34k | 69.42 |
| 2025-03-31 | $2.5M | 35k | 70.89 |
| 2024-12-31 | $2.5M | 35k | 71.69 |
| 2024-09-30 | $3.0M | 35k | 84.53 |
| 2024-06-30 | $2.2M | 35k | 63.91 |
| 2024-03-31 | $2.2M | 35k | 63.91 |
| 2023-12-31 | $2.2M | 36k | 60.74 |
| 2023-09-30 | $2.0M | 35k | 57.29 |