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Nextera Energy shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $222k 2.7k 83.60
2022-12-31 $222k 2.7k 83.60
2022-03-31 $209k 2.5k 84.82
2021-12-31 $230k 2.5k 93.34
2021-03-31 $208k 2.8k 75.47

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Victory Portfolios Ii Core Intrmediate (UBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Monticello Wealth Management

Top funds holding Nextera Energy

Vanguard Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Franklin Resources
Legal & General Group
Royal Bank of Canada
Wellington Management Company
Bank of New York Mellon
Goldman Sachs Group
Neuberger Berman Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Nextera Energy