Nextera Energy shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 32k | 71.69 |
| 2024-09-30 | $2.2M | 27k | 84.53 |
| 2024-06-30 | $1.7M | 24k | 70.81 |
| 2024-03-31 | $1.5M | 24k | 63.91 |
| 2023-12-31 | $1.1M | 18k | 60.74 |
| 2023-09-30 | $1.0M | 18k | 57.29 |
| 2023-06-30 | $1.0M | 14k | 74.20 |
| 2023-03-31 | $712k | 9.2k | 77.08 |
| 2022-12-31 | $556k | 6.6k | 83.60 |
| 2022-09-30 | $489k | 6.2k | 78.37 |
| 2022-06-30 | $370k | 4.8k | 77.45 |
| 2022-03-31 | $321k | 3.8k | 84.79 |
| 2021-12-31 | $376k | 4.0k | 93.46 |
| 2021-09-30 | $256k | 3.3k | 78.60 |
| 2020-09-30 | $288k | 3.8k | 76.76 |
| 2020-03-31 | $256k | 1.1k | 240.60 |
| 2018-09-30 | $296k | 1.8k | 167.80 |
| 2018-06-30 | $172k | 1.0k | 166.99 |
| 2018-03-31 | $313k | 313k | 1.00 |
| 2017-12-31 | $292k | 1.9k | 151.61 |