Nextera Energy shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $258k | 3.4k | 75.74 |
| 2025-09-30 | $816k | 1.6k | 502.74 |
| 2025-03-31 | $104k | 1.5k | 70.89 |
| 2024-12-31 | $105k | 1.5k | 71.69 |
| 2024-09-30 | $124k | 1.5k | 84.53 |
| 2024-06-30 | $104k | 1.5k | 70.81 |
| 2024-03-31 | $94k | 1.5k | 63.91 |
| 2023-12-31 | $89k | 1.5k | 60.74 |
| 2023-09-30 | $84k | 1.5k | 57.29 |
| 2023-06-30 | $109k | 1.5k | 74.20 |
| 2023-03-31 | $113k | 1.5k | 77.08 |
| 2022-12-31 | $123k | 1.5k | 83.60 |