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Nextera Energy shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group investment in Nextera Energy

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

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Quarterly reported holdings in Nextera Energy by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $806k 9.5k 84.53
2024-06-30 $678k 9.6k 70.81
2024-03-31 $610k 9.5k 63.91
2023-12-31 $535k 8.8k 60.74
2023-09-30 $485k 8.5k 57.29
2023-06-30 $652k 8.8k 74.20
2023-03-31 $586k 7.6k 77.08
2022-12-31 $631k 7.5k 83.60
2022-09-30 $561k 7.2k 78.34
2022-06-30 $557k 7.2k 77.52
2022-03-31 $599k 7.1k 84.70
2021-12-31 $628k 6.7k 93.29
2021-09-30 $541k 6.9k 78.57
2021-06-30 $471k 6.2k 75.54
2021-03-31 $471k 6.2k 75.54
2020-12-31 $457k 5.9k 77.12