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Nextera Energy shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Nextera Energy

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All positions including Nextera Energy held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 21k 84.53
2024-06-30 $1.3M 19k 70.81
2024-03-31 $662k 10k 63.91
2023-12-31 $558k 9.2k 60.74
2023-09-30 $576k 10k 57.29
2023-06-30 $731k 9.8k 74.20
2023-03-31 $657k 8.5k 77.08
2022-12-31 $693k 8.3k 83.60
2022-09-30 $649k 8.3k 78.32
2022-06-30 $981k 11k 89.34
2022-03-31 $404k 4.8k 84.50
2021-12-31 $444k 4.8k 93.24