Nextera Energy shares owned by Marion Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Marion Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 21k | 75.49 |
| 2025-06-30 | $1.4M | 21k | 69.42 |
| 2025-03-31 | $1.4M | 20k | 70.89 |
| 2024-12-31 | $1.4M | 20k | 71.69 |
| 2024-09-30 | $1.7M | 20k | 84.53 |
| 2024-06-30 | $1.4M | 19k | 70.81 |
| 2024-03-31 | $1.2M | 19k | 63.91 |
| 2023-12-31 | $1.1M | 19k | 60.74 |
| 2023-09-30 | $901k | 16k | 57.29 |
| 2023-06-30 | $1.1M | 15k | 74.20 |
| 2023-03-31 | $1.1M | 14k | 77.08 |
| 2022-12-31 | $1.2M | 14k | 83.60 |
| 2022-09-30 | $978k | 13k | 78.39 |
| 2022-06-30 | $749k | 9.7k | 77.46 |
| 2022-03-31 | $557k | 6.6k | 84.77 |
| 2021-12-31 | $601k | 6.4k | 93.40 |