Nextera Energy shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 32k | 84.53 |
| 2024-06-30 | $2.2M | 31k | 70.81 |
| 2024-03-31 | $2.0M | 31k | 63.91 |
| 2023-12-31 | $1.9M | 32k | 60.74 |
| 2023-09-30 | $3.5M | 61k | 57.29 |
| 2023-06-30 | $4.4M | 59k | 74.20 |
| 2023-03-31 | $4.5M | 58k | 77.08 |
| 2022-12-31 | $4.9M | 58k | 83.60 |
| 2022-09-30 | $4.5M | 57k | 78.41 |
| 2022-06-30 | $4.4M | 57k | 77.45 |
| 2022-03-31 | $4.7M | 56k | 84.70 |
| 2021-12-31 | $5.2M | 56k | 93.41 |
| 2021-09-30 | $4.3M | 55k | 78.46 |
| 2021-06-30 | $4.0M | 55k | 73.28 |
| 2021-03-31 | $4.1M | 54k | 75.62 |
| 2020-12-31 | $3.9M | 50k | 77.15 |
| 2020-09-30 | $3.4M | 14k | 240.16 |
| 2020-06-30 | $3.4M | 14k | 240.16 |
| 2020-03-31 | $2.4M | 10k | 240.41 |
| 2019-12-31 | $1.5M | 6.2k | 242.16 |
| 2019-09-30 | $1.4M | 6.2k | 233.10 |
| 2019-06-30 | $308k | 1.5k | 205.06 |
| 2019-03-31 | $290k | 1.5k | 193.20 |
| 2018-12-31 | $303k | 1.7k | 173.24 |
| 2018-09-30 | $367k | 2.2k | 167.12 |
| 2018-06-30 | $370k | 2.2k | 168.49 |
| 2018-03-31 | $330k | 2.0k | 163.12 |
| 2017-12-31 | $309k | 2.0k | 156.69 |
| 2017-09-30 | $292k | 2.0k | 148.07 |
| 2017-06-30 | $278k | 2.0k | 140.97 |
| 2017-03-31 | $258k | 2.0k | 130.83 |
| 2016-12-31 | $229k | 1.9k | 118.71 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners