Nextera Energy shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.0M | 70k | 70.81 |
| 2024-03-31 | $6.1M | 96k | 63.91 |
| 2023-12-31 | $383k | 6.3k | 60.74 |
| 2023-09-30 | $582k | 10k | 57.29 |
| 2023-06-30 | $690k | 9.3k | 74.20 |
| 2023-03-31 | $424k | 5.5k | 77.09 |
| 2022-12-31 | $555k | 6.6k | 83.59 |
| 2022-09-30 | $340k | 4.3k | 78.20 |
| 2022-06-30 | $1.2M | 15k | 80.56 |
| 2022-03-31 | $1.5M | 18k | 84.70 |
| 2021-12-31 | $2.1M | 22k | 93.35 |
| 2021-09-30 | $2.0M | 25k | 79.19 |
| 2021-06-30 | $1.8M | 25k | 74.28 |
| 2021-03-31 | $2.6M | 33k | 77.50 |
| 2020-12-31 | $2.3M | 36k | 63.45 |
| 2020-09-30 | $1.8M | 6.5k | 281.78 |
| 2020-06-30 | $1.5M | 6.4k | 236.18 |
| 2020-03-31 | $1.5M | 6.6k | 231.95 |
| 2019-12-31 | $1.7M | 6.8k | 242.47 |
| 2019-09-30 | $1.6M | 6.8k | 231.17 |
| 2019-06-30 | $1.4M | 6.7k | 204.75 |
| 2019-03-31 | $1.2M | 6.5k | 193.25 |
| 2018-12-31 | $1.1M | 6.5k | 172.62 |
| 2018-09-30 | $1.2M | 6.9k | 167.52 |
| 2018-06-30 | $1.1M | 6.4k | 166.93 |
| 2018-03-31 | $1.1M | 6.5k | 163.32 |
| 2017-12-31 | $1.1M | 7.3k | 156.15 |
| 2017-09-30 | $942k | 6.4k | 146.43 |
| 2017-06-30 | $901k | 6.4k | 140.10 |
| 2017-03-31 | $873k | 6.8k | 128.36 |
| 2016-12-31 | $852k | 7.1k | 119.43 |
| 2016-09-30 | $873k | 7.1k | 122.27 |
| 2016-06-30 | $898k | 6.9k | 129.69 |
| 2016-03-31 | $557k | 4.7k | 118.61 |