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Nextera Energy shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Nextera Energy

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All positions including Nextera Energy held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $668k 7.9k 84.53
2024-06-30 $540k 7.6k 70.81
2022-12-31 $1.1M 13k 83.60
2022-03-31 $1.6M 19k 84.69
2021-03-31 $579k 7.7k 75.57
2020-12-31 $611k 7.9k 77.18

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Mount Lucas Etf (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
AFLAC Incorporated (AFL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Timothy Plan Hig Dv Stk Etf (TPHD)
C H Robinson Worldwide Com New (CHRW)

View all positions for Sound Financial Strategies Group

Top funds holding Nextera Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Franklin Resources
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Nuveen Asset Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Nextera Energy