Nextera Energy shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 22k | 75.49 |
| 2025-06-30 | $396k | 5.7k | 69.42 |
| 2025-03-31 | $405k | 5.7k | 70.89 |
| 2024-12-31 | $817k | 11k | 71.61 |
| 2024-09-30 | $486k | 5.7k | 84.53 |
| 2024-06-30 | $409k | 5.8k | 70.81 |
| 2024-03-31 | $428k | 6.7k | 63.91 |
| 2023-12-31 | $12M | 197k | 60.74 |
| 2023-09-30 | $325k | 5.7k | 57.29 |
| 2023-06-30 | $405k | 5.5k | 74.20 |
| 2023-03-31 | $416k | 5.4k | 77.08 |
| 2022-12-31 | $435k | 5.2k | 83.60 |
| 2022-09-30 | $408k | 5.2k | 78.46 |
| 2022-06-30 | $407k | 5.2k | 77.55 |
More positions owned by Synergy Financial Management
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