Nextera Energy shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 22k | 75.49 |
| 2025-06-30 | $1.6M | 23k | 69.42 |
| 2025-03-31 | $1.6M | 23k | 70.89 |
| 2024-12-31 | $1.7M | 24k | 71.69 |
| 2024-09-30 | $2.0M | 24k | 84.53 |
| 2024-06-30 | $1.8M | 25k | 70.81 |
| 2024-03-31 | $1.4M | 22k | 63.91 |
| 2023-12-31 | $1.3M | 22k | 60.74 |
| 2023-09-30 | $1.4M | 24k | 57.29 |
| 2023-06-30 | $1.8M | 24k | 74.20 |
| 2023-03-31 | $2.1M | 27k | 77.08 |
| 2022-12-31 | $2.3M | 27k | 83.60 |
| 2022-09-30 | $2.1M | 27k | 78.42 |
| 2022-06-30 | $2.1M | 28k | 77.47 |
| 2022-03-31 | $2.4M | 29k | 84.70 |
| 2021-12-31 | $2.6M | 28k | 93.37 |
| 2021-09-30 | $2.1M | 27k | 78.53 |
| 2021-06-30 | $2.0M | 28k | 73.26 |
| 2021-03-31 | $2.2M | 29k | 75.60 |
| 2020-12-31 | $2.2M | 29k | 77.16 |
| 2020-09-30 | $2.0M | 7.3k | 277.63 |
| 2020-06-30 | $1.8M | 7.4k | 240.23 |
| 2020-03-31 | $1.8M | 7.4k | 240.59 |
| 2019-12-31 | $1.6M | 6.7k | 242.22 |
| 2019-09-30 | $1.5M | 6.4k | 233.03 |
| 2019-06-30 | $1.3M | 6.5k | 204.93 |
| 2019-03-31 | $1.3M | 6.6k | 193.26 |
| 2018-12-31 | $1.1M | 6.6k | 173.84 |
| 2018-09-30 | $867k | 5.2k | 167.50 |
| 2018-06-30 | $907k | 5.4k | 167.10 |
| 2018-03-31 | $887k | 5.4k | 163.41 |
| 2017-12-31 | $1.1M | 7.1k | 156.21 |
| 2017-09-30 | $1.1M | 7.4k | 146.49 |
| 2017-06-30 | $888k | 6.3k | 140.06 |
| 2017-03-31 | $814k | 6.3k | 128.39 |
| 2016-12-31 | $618k | 5.2k | 119.42 |
| 2016-09-30 | $633k | 5.2k | 122.32 |
| 2016-06-30 | $675k | 5.2k | 130.43 |
| 2016-03-31 | $612k | 5.2k | 118.26 |
| 2015-12-31 | $423k | 4.1k | 103.80 |
| 2015-09-30 | $398k | 4.1k | 97.67 |
| 2015-06-30 | $399k | 4.1k | 97.91 |
| 2015-03-31 | $432k | 4.2k | 103.97 |
| 2014-12-31 | $461k | 4.3k | 106.32 |
| 2014-09-30 | $474k | 5.1k | 93.84 |
| 2014-06-30 | $513k | 5.0k | 102.58 |
| 2014-03-31 | $497k | 5.2k | 95.56 |
| 2013-12-31 | $462k | 5.4k | 85.63 |