Nextera Energy shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $304k | 3.6k | 84.53 |
| 2024-06-30 | $256k | 3.6k | 70.81 |
| 2024-03-31 | $232k | 3.6k | 63.91 |
| 2023-06-30 | $252k | 3.4k | 74.20 |
| 2023-03-31 | $287k | 3.7k | 77.08 |
| 2022-12-31 | $313k | 3.7k | 83.60 |
| 2022-09-30 | $313k | 4.0k | 78.33 |
| 2022-06-30 | $310k | 4.0k | 77.58 |
| 2022-03-31 | $339k | 4.0k | 84.83 |
| 2021-12-31 | $373k | 4.0k | 93.34 |
| 2021-09-30 | $314k | 4.0k | 78.58 |
| 2021-06-30 | $322k | 4.4k | 73.25 |
| 2021-03-31 | $332k | 4.4k | 75.52 |
| 2020-12-31 | $296k | 3.8k | 77.08 |
| 2020-09-30 | $259k | 934 | 277.30 |
| 2020-06-30 | $206k | 858 | 240.09 |
| 2020-03-31 | $206k | 858 | 240.09 |
| 2019-12-31 | $208k | 858 | 242.42 |
| 2019-09-30 | $209k | 898 | 232.74 |
| 2019-06-30 | $204k | 998 | 204.41 |
More positions owned by Concentric Wealth Management
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