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Nextera Energy shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Nextera Energy

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All positions including Nextera Energy held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 166k 75.49
2025-06-30 $10M 149k 69.42
2025-03-31 $8.5M 121k 70.89
2024-12-31 $6.6M 92k 71.69
2024-09-30 $7.6M 90k 84.53
2024-06-30 $6.1M 87k 70.81
2024-03-31 $4.1M 64k 63.91
2023-12-31 $3.8M 62k 60.74