Nextera Energy shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $202k | 2.9k | 70.89 |
| 2024-12-31 | $212k | 3.0k | 71.69 |
| 2024-09-30 | $881k | 10k | 84.53 |
| 2024-06-30 | $209k | 3.0k | 70.81 |
| 2024-03-31 | $203k | 3.2k | 63.91 |
| 2023-12-31 | $246k | 4.0k | 60.74 |
| 2023-09-30 | $262k | 4.6k | 57.29 |