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Nextera Energy shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Nextera Energy

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All positions including Nextera Energy held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 200 84.53
2024-06-30 $14k 200 70.81
2024-03-31 $13k 200 63.91
2023-12-31 $12k 200 60.74
2023-09-30 $12k 200 57.29
2023-06-30 $15k 200 74.20
2023-03-31 $15k 200 77.08

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Top funds holding Nextera Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Franklin Resources
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Nuveen Asset Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Nextera Energy