Nextera Energy shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 5.5k | 75.49 |
| 2025-06-30 | $385k | 5.5k | 69.42 |
| 2025-03-31 | $657k | 9.3k | 70.89 |
| 2024-12-31 | $643k | 9.0k | 71.69 |
| 2024-09-30 | $813k | 9.6k | 84.53 |
| 2024-06-30 | $713k | 10k | 70.81 |
| 2024-03-31 | $708k | 11k | 63.91 |
| 2023-12-31 | $99k | 1.6k | 60.74 |
| 2023-09-30 | $49k | 859 | 57.29 |
| 2023-06-30 | $155k | 2.0k | 76.67 |
| 2023-03-31 | $156k | 2.0k | 77.08 |
| 2022-12-31 | $189k | 2.3k | 83.60 |
| 2022-09-30 | $177k | 2.3k | 78.21 |
| 2022-06-30 | $981k | 12k | 79.09 |
| 2022-03-31 | $1.0M | 12k | 84.69 |
| 2021-06-30 | $806k | 11k | 73.29 |
| 2021-03-31 | $782k | 10k | 75.61 |
| 2020-12-31 | $500k | 6.5k | 77.14 |