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Nextera Energy shares owned by Sugarloaf Wealth Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Sugarloaf Wealth Management from 13F filings

Historical chart of Sugarloaf Wealth Management investment in Nextera Energy

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All positions including Nextera Energy held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 3.4k 84.54
2024-06-30 $210k 3.0k 70.80
2024-03-31 $189k 3.0k 63.90
2023-12-31 $177k 2.9k 60.75
2023-09-30 $155k 2.7k 57.29
2023-06-30 $171k 2.3k 74.21
2023-03-31 $161k 2.1k 77.10
2022-12-31 $151k 1.8k 83.61
2022-09-30 $155k 2.0k 78.60
2022-06-30 $159k 2.1k 77.45
2022-03-31 $162k 1.9k 84.51
2021-12-31 $176k 1.9k 93.17
2021-09-30 $118k 1.5k 78.35
2021-06-30 $100k 1.4k 73.31
2021-03-31 $95k 1.3k 75.70
2020-12-31 $97k 1.3k 77.35
2020-09-30 $87k 313 277.96
2020-06-30 $75k 313 239.62
2020-03-31 $75k 313 239.62
2019-12-31 $76k 313 242.81