Nextera Energy shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37k | 495 | 74.75 |
| 2025-06-30 | $33k | 485 | 68.04 |
| 2024-12-31 | $44k | 620 | 70.97 |
| 2024-09-30 | $52k | 618 | 84.14 |
| 2024-06-30 | $26k | 376 | 69.15 |
| 2024-03-31 | $23k | 353 | 65.16 |
| 2023-12-31 | $25k | 408 | 61.27 |
| 2023-09-30 | $20k | 358 | 56.98 |
| 2023-06-30 | $21k | 296 | 71.94 |
| 2023-03-31 | $18k | 227 | 79.30 |
| 2022-12-31 | $17k | 227 | 74.89 |
| 2022-09-30 | $18k | 227 | 79.30 |
| 2022-06-30 | $18k | 227 | 79.30 |
| 2022-03-31 | $13k | 148 | 87.84 |
| 2021-12-31 | $14k | 148 | 94.59 |
| 2021-09-30 | $26k | 336 | 77.38 |
| 2021-06-30 | $25k | 336 | 74.40 |
| 2021-03-31 | $25k | 336 | 74.40 |
| 2020-12-31 | $26k | 336 | 77.38 |
| 2020-09-30 | $23k | 84 | 273.81 |
| 2020-06-30 | $20k | 84 | 238.10 |
| 2020-03-31 | $20k | 84 | 238.10 |
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