Nextera Energy shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $225k | 3.2k | 69.42 |
| 2025-03-31 | $230k | 3.2k | 70.89 |
| 2024-12-31 | $275k | 3.8k | 71.69 |
| 2024-09-30 | $325k | 3.8k | 84.53 |
| 2024-06-30 | $261k | 3.7k | 70.81 |
| 2024-03-31 | $220k | 3.4k | 63.91 |