Nextera Energy shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Nextera Energy by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 3.8k | 75.49 |
| 2025-06-30 | $222k | 3.2k | 69.42 |
| 2025-03-31 | $230k | 1.6k | 146.86 |
| 2024-12-31 | $229k | 3.2k | 71.61 |
| 2024-09-30 | $254k | 3.2k | 79.39 |
| 2024-06-30 | $230k | 3.3k | 70.81 |
| 2024-03-31 | $208k | 3.3k | 63.91 |
| 2023-06-30 | $249k | 3.4k | 74.20 |
| 2023-03-31 | $251k | 3.3k | 77.08 |
| 2022-12-31 | $272k | 3.3k | 83.60 |
| 2022-09-30 | $255k | 3.3k | 78.41 |
| 2022-03-31 | $275k | 3.3k | 84.56 |
| 2021-12-31 | $304k | 3.3k | 93.48 |
| 2021-09-30 | $255k | 3.3k | 78.41 |
| 2021-06-30 | $238k | 3.3k | 73.19 |
| 2021-03-31 | $246k | 3.3k | 75.65 |
| 2020-12-31 | $247k | 3.2k | 77.19 |
More positions owned by Trinity Financial Advisors
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