Nextera Energy shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $287k | 4.5k | 63.91 |
| 2023-12-31 | $259k | 4.3k | 60.74 |
| 2023-09-30 | $258k | 4.5k | 57.29 |
| 2023-06-30 | $309k | 4.2k | 74.20 |
| 2023-03-31 | $344k | 4.5k | 77.08 |
| 2022-12-31 | $398k | 4.8k | 83.60 |
| 2022-09-30 | $374k | 4.8k | 78.42 |
| 2022-06-30 | $350k | 4.5k | 77.55 |
| 2022-03-31 | $423k | 5.0k | 84.70 |
| 2021-12-31 | $468k | 5.0k | 93.39 |
| 2021-09-30 | $377k | 4.8k | 78.51 |
| 2021-06-30 | $352k | 4.8k | 73.30 |
| 2021-03-31 | $292k | 3.9k | 75.73 |
| 2020-12-31 | $284k | 3.7k | 77.05 |
| 2020-09-30 | $255k | 914 | 278.99 |
| 2018-03-31 | $27k | 163 | 165.64 |
| 2017-12-31 | $25k | 163 | 153.37 |
More positions owned by Holistic Financial Partners
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