Nextera Energy shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $801k | 11k | 75.49 |
| 2025-06-30 | $835k | 11k | 74.75 |
| 2025-03-31 | $815k | 12k | 70.89 |
| 2024-12-31 | $841k | 12k | 71.69 |
| 2024-09-30 | $956k | 11k | 84.53 |
| 2023-06-30 | $205k | 2.8k | 74.20 |
| 2023-03-31 | $213k | 2.8k | 77.08 |
| 2022-12-31 | $231k | 2.8k | 83.60 |
| 2022-09-30 | $232k | 3.0k | 78.35 |
| 2022-06-30 | $229k | 3.0k | 77.34 |
| 2022-03-31 | $248k | 2.9k | 84.56 |
| 2021-12-31 | $273k | 2.9k | 93.27 |
| 2021-09-30 | $228k | 2.9k | 78.51 |
| 2021-06-30 | $213k | 2.9k | 73.35 |
| 2021-03-31 | $220k | 2.9k | 75.76 |
| 2020-12-31 | $213k | 2.8k | 77.17 |