Nextera Energy shares owned by Forum Financial Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $784k | 8.4k | 92.87 |
| 2025-12-31 | $684k | 8.5k | 80.28 |
| 2025-09-30 | $640k | 8.5k | 75.49 |
| 2025-06-30 | $608k | 8.8k | 69.42 |
| 2025-03-31 | $692k | 9.8k | 70.89 |
| 2024-12-31 | $714k | 10k | 71.69 |
| 2024-09-30 | $574k | 6.8k | 84.53 |
| 2024-06-30 | $466k | 6.6k | 70.81 |
| 2024-03-31 | $408k | 6.4k | 63.91 |
| 2023-12-31 | $354k | 5.8k | 60.74 |
| 2023-09-30 | $358k | 6.3k | 57.29 |
| 2023-06-30 | $486k | 6.5k | 74.20 |
| 2023-03-31 | $488k | 6.3k | 77.08 |
| 2022-12-31 | $371k | 4.4k | 83.60 |
| 2022-09-30 | $347k | 4.4k | 78.51 |
| 2022-06-30 | $345k | 4.5k | 77.51 |
| 2022-03-31 | $296k | 3.5k | 84.45 |
| 2021-12-31 | $332k | 3.6k | 93.42 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management