Nextera Energy shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 4.6k | 75.48 |
| 2025-06-30 | $323k | 4.7k | 69.42 |
| 2025-03-31 | $331k | 4.7k | 70.89 |
| 2024-12-31 | $339k | 4.7k | 71.69 |
| 2024-09-30 | $505k | 6.0k | 84.53 |
| 2024-06-30 | $402k | 5.7k | 70.81 |
| 2024-03-31 | $364k | 5.7k | 63.91 |
| 2023-12-31 | $345k | 5.7k | 60.74 |
| 2023-09-30 | $321k | 5.6k | 57.29 |
| 2023-06-30 | $416k | 5.6k | 74.20 |
| 2023-03-31 | $432k | 5.6k | 77.08 |
| 2022-12-31 | $468k | 5.6k | 83.60 |
| 2022-09-30 | $565k | 7.2k | 78.45 |
| 2022-06-30 | $553k | 7.1k | 77.47 |
| 2022-03-31 | $605k | 7.1k | 84.76 |
| 2021-12-31 | $666k | 7.1k | 93.30 |