Nextera Energy shares owned by Montecito Bank & Trust
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Montecito Bank & Trust
from 13F filings
Historical chart of Montecito Bank & Trust investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Montecito Bank & Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 16k | 75.49 |
| 2025-03-31 | $1.2M | 17k | 70.89 |
| 2024-12-31 | $1.3M | 18k | 71.69 |
| 2024-09-30 | $1.5M | 18k | 84.53 |
| 2024-06-30 | $1.2M | 16k | 70.81 |
| 2024-03-31 | $1.1M | 17k | 63.91 |
| 2023-12-31 | $1.0M | 17k | 60.74 |
| 2023-09-30 | $1.1M | 19k | 57.29 |
| 2023-06-30 | $1.6M | 22k | 74.20 |
| 2023-03-31 | $1.7M | 22k | 77.08 |
| 2022-12-31 | $1.9M | 23k | 83.58 |
| 2022-09-30 | $1.8M | 23k | 78.39 |
| 2022-06-30 | $1.8M | 23k | 77.45 |
| 2022-03-31 | $2.9M | 35k | 84.72 |
| 2021-12-31 | $3.3M | 35k | 93.35 |
| 2021-09-30 | $2.8M | 35k | 78.51 |
| 2021-06-30 | $2.6M | 35k | 73.28 |
| 2021-03-31 | $2.5M | 33k | 75.62 |
| 2020-12-31 | $687k | 8.9k | 77.20 |
| 2020-09-30 | $617k | 2.2k | 277.70 |
| 2020-06-30 | $534k | 2.2k | 239.98 |
| 2020-03-31 | $535k | 2.2k | 240.45 |
| 2019-12-31 | $570k | 2.4k | 242.11 |
| 2019-09-30 | $409k | 1.8k | 233.19 |
| 2019-06-30 | $308k | 1.5k | 204.85 |
| 2019-03-31 | $291k | 1.5k | 193.43 |
| 2018-12-31 | $262k | 1.5k | 174.16 |
| 2018-09-30 | $252k | 1.5k | 167.74 |
| 2018-06-30 | $241k | 1.4k | 167.16 |
| 2018-03-31 | $220k | 1.3k | 163.71 |
| 2016-12-31 | $103k | 860 | 119.77 |