Nextera Energy shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $570k | 9.4k | 60.74 |
| 2023-09-30 | $536k | 9.4k | 57.29 |
| 2023-06-30 | $682k | 9.2k | 74.20 |
| 2023-03-31 | $708k | 9.2k | 77.08 |
| 2022-12-31 | $766k | 9.2k | 83.60 |
| 2022-09-30 | $716k | 9.1k | 78.41 |
| 2022-06-30 | $817k | 11k | 77.48 |
| 2022-03-31 | $813k | 9.6k | 84.72 |
| 2021-12-31 | $700k | 7.5k | 93.30 |
| 2021-09-30 | $587k | 7.5k | 78.53 |
| 2021-06-30 | $546k | 7.4k | 73.35 |
| 2021-03-31 | $560k | 7.4k | 75.57 |
| 2020-12-31 | $558k | 7.2k | 77.22 |
| 2020-09-30 | $494k | 1.8k | 277.37 |
| 2020-06-30 | $464k | 1.9k | 240.04 |
| 2020-03-31 | $542k | 2.3k | 240.35 |
| 2019-12-31 | $1.1M | 4.6k | 242.13 |
| 2019-09-30 | $1.1M | 4.6k | 233.01 |
| 2019-06-30 | $933k | 4.6k | 204.83 |
| 2019-03-31 | $881k | 4.6k | 193.41 |
| 2018-12-31 | $727k | 4.2k | 173.72 |
| 2018-09-30 | $701k | 4.2k | 167.50 |
| 2018-06-30 | $26k | 155 | 167.74 |
| 2018-03-31 | $308k | 1.9k | 163.40 |
| 2017-12-31 | $294k | 1.9k | 155.97 |
| 2017-09-30 | $100k | 685 | 145.99 |
| 2017-06-30 | $264k | 1.9k | 140.05 |
| 2017-03-31 | $88k | 686 | 128.28 |
| 2016-12-31 | $81k | 682 | 118.77 |
| 2016-09-30 | $83k | 678 | 122.42 |
| 2016-06-30 | $88k | 674 | 130.56 |
| 2016-03-31 | $79k | 671 | 117.73 |
| 2015-12-31 | $80k | 767 | 104.30 |
| 2015-09-30 | $74k | 763 | 96.99 |
| 2015-06-30 | $74k | 759 | 97.50 |
| 2015-03-31 | $79k | 755 | 104.64 |
| 2014-12-31 | $80k | 751 | 106.52 |
| 2014-09-30 | $70k | 748 | 93.58 |
| 2014-06-30 | $76k | 744 | 102.15 |
| 2014-03-31 | $71k | 740 | 95.95 |
| 2013-12-31 | $63k | 736 | 85.60 |
| 2013-09-30 | $59k | 733 | 80.49 |