Nextera Energy shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in Nextera Energy
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All positions including Nextera Energy held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 16k | 75.49 |
| 2025-06-30 | $1.1M | 16k | 69.42 |
| 2025-03-31 | $330k | 4.7k | 70.89 |
| 2024-12-31 | $617k | 8.6k | 71.69 |
| 2024-09-30 | $722k | 8.5k | 84.53 |
| 2024-06-30 | $605k | 8.5k | 70.81 |
| 2024-03-31 | $546k | 8.5k | 63.91 |
| 2023-12-31 | $586k | 9.6k | 60.74 |
| 2023-09-30 | $485k | 8.5k | 57.29 |
| 2023-06-30 | $335k | 4.5k | 74.20 |
| 2023-03-31 | $348k | 4.5k | 77.08 |
| 2022-12-31 | $378k | 4.5k | 83.60 |
| 2022-09-30 | $356k | 4.5k | 78.47 |
| 2022-06-30 | $350k | 4.5k | 77.43 |
| 2022-03-31 | $383k | 4.5k | 84.73 |
| 2021-12-31 | $428k | 4.6k | 93.45 |
| 2021-09-30 | $360k | 4.6k | 78.60 |
| 2021-06-30 | $336k | 4.6k | 73.36 |
| 2021-03-31 | $342k | 4.5k | 75.66 |
| 2020-12-31 | $349k | 4.5k | 77.21 |
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