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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
2024-03-31 $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
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wells Fargo & Company
T. Rowe Price Associates
Franklin Resources
Legal & General Group
Royal Bank of Canada
Wellington Management Company
Bank of New York Mellon
Goldman Sachs Group
Neuberger Berman Group
UBS Group
Deutsche Bank Aktiengesellschaft

View all funds holding Nextera Energy