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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

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All positions including Nextera Energy held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
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