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
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Synergy Financial Management