Nextera Energy shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $387k | 4.6k | 84.53 |
2024-06-30 | $298k | 4.2k | 70.81 |
2024-03-31 | $269k | 4.2k | 63.91 |
2023-12-31 | $255k | 4.2k | 60.74 |
2023-09-30 | $241k | 4.2k | 57.29 |
2023-06-30 | $312k | 4.2k | 74.20 |
2023-03-31 | $292k | 3.8k | 77.08 |
2022-12-31 | $316k | 3.8k | 83.60 |