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
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services