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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Quarterly reported holdings in Nextera Energy by Sound Financial Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 9.9k | 75.49 |
| 2025-06-30 | $741k | 11k | 69.42 |
| 2025-03-31 | $734k | 10k | 70.89 |
| 2024-12-31 | $822k | 12k | 71.69 |
| 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
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