Nextera Energy shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Nextera Energy by Mount Yale Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $5.1M | 71k | 71.69 |
2024-09-30 | $2.0M | 24k | 84.53 |
2024-06-30 | $1.7M | 24k | 70.81 |
2024-03-31 | $9.0M | 141k | 63.91 |
2023-09-30 | $775k | 14k | 57.29 |
2023-06-30 | $989k | 13k | 74.20 |
2023-03-31 | $867k | 11k | 77.08 |
2022-12-31 | $1.7M | 21k | 83.60 |
2022-09-30 | $1.4M | 17k | 78.43 |
2022-06-30 | $1.2M | 16k | 77.47 |
2022-03-31 | $1.2M | 15k | 84.69 |
2021-12-31 | $1.4M | 15k | 93.37 |
2021-09-30 | $1.1M | 14k | 78.50 |
2020-12-31 | $219k | 2.8k | 77.25 |
2020-09-30 | $230k | 830 | 277.11 |
2018-06-30 | $1.0k | 600 | 1.67 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors