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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

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Quarterly reported holdings in Nextera Energy by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 35k 63.91
2023-12-31 $2.2M 36k 60.74
2023-09-30 $2.0M 35k 57.29

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Nextera Energy

Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Franklin Resources
Legal & General Group
Royal Bank of Canada
Wellington Management Company
Goldman Sachs Group
Bank of New York Mellon
Neuberger Berman Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Nextera Energy