Nextera Energy shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 3.3k | 75.49 |
| 2025-06-30 | $227k | 3.3k | 69.42 |
| 2025-03-31 | $232k | 3.3k | 70.89 |
| 2024-12-31 | $235k | 3.3k | 71.69 |
| 2024-09-30 | $277k | 3.3k | 84.53 |
| 2024-06-30 | $239k | 3.4k | 70.81 |
| 2024-03-31 | $216k | 3.4k | 63.91 |
| 2023-12-31 | $205k | 3.4k | 60.74 |
| 2023-09-30 | $193k | 3.4k | 57.29 |
| 2023-06-30 | $251k | 3.4k | 74.20 |
| 2023-03-31 | $260k | 3.4k | 77.08 |
| 2022-12-31 | $282k | 3.4k | 83.60 |
| 2022-09-30 | $265k | 3.4k | 78.50 |
| 2022-06-30 | $262k | 3.4k | 77.61 |
| 2022-03-31 | $286k | 3.4k | 84.72 |
| 2021-12-31 | $315k | 3.4k | 93.31 |
| 2021-09-30 | $265k | 3.4k | 78.50 |
| 2021-06-30 | $247k | 3.4k | 73.16 |
| 2021-03-31 | $255k | 3.4k | 75.53 |
| 2020-12-31 | $260k | 3.4k | 77.01 |
| 2020-09-30 | $234k | 844 | 277.25 |
| 2020-06-30 | $203k | 844 | 240.52 |
| 2020-03-31 | $203k | 844 | 240.52 |
| 2019-12-31 | $204k | 844 | 241.71 |
| 2019-09-30 | $197k | 844 | 233.41 |
| 2019-06-30 | $173k | 844 | 204.98 |
| 2019-03-31 | $163k | 844 | 193.13 |
| 2018-12-31 | $153k | 844 | 181.28 |