Nextera Energy shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 3.7k | 75.49 |
| 2025-06-30 | $269k | 3.9k | 69.42 |
| 2025-03-31 | $264k | 3.7k | 70.89 |
| 2024-12-31 | $267k | 3.7k | 71.69 |
| 2024-09-30 | $299k | 3.7k | 80.29 |
| 2024-06-30 | $271k | 3.8k | 72.00 |
| 2024-03-31 | $238k | 3.7k | 64.01 |
| 2023-12-31 | $226k | 3.7k | 60.74 |