Nextera Energy shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 37k | 75.49 |
| 2025-06-30 | $2.5M | 36k | 69.42 |
| 2025-03-31 | $2.4M | 34k | 70.88 |
| 2024-12-31 | $2.0M | 28k | 71.69 |
| 2024-09-30 | $2.3M | 28k | 84.53 |
| 2024-06-30 | $1.8M | 26k | 70.81 |
| 2024-03-31 | $1.6M | 23k | 66.56 |
| 2023-12-31 | $930k | 15k | 60.74 |
| 2023-09-30 | $1.2M | 22k | 57.29 |
| 2023-06-30 | $1.2M | 16k | 74.20 |
| 2023-03-31 | $1.4M | 18k | 77.08 |
| 2022-12-31 | $1.3M | 16k | 83.60 |
| 2022-09-30 | $1.0M | 13k | 78.45 |
| 2022-06-30 | $793k | 10k | 77.46 |
| 2022-03-31 | $1.0M | 12k | 84.67 |
| 2021-12-31 | $1.0M | 11k | 93.40 |
| 2021-09-30 | $825k | 11k | 78.56 |
| 2021-06-30 | $522k | 7.1k | 73.21 |
| 2021-03-31 | $533k | 7.0k | 75.66 |
| 2020-12-31 | $545k | 7.1k | 77.15 |
| 2020-09-30 | $527k | 1.9k | 277.37 |
| 2020-06-30 | $502k | 2.1k | 240.08 |
| 2020-03-31 | $442k | 1.8k | 244.47 |
| 2019-12-31 | $455k | 1.9k | 242.02 |
| 2019-09-30 | $398k | 1.7k | 233.02 |
| 2019-06-30 | $350k | 1.7k | 204.92 |
| 2019-03-31 | $291k | 1.5k | 193.10 |
| 2018-12-31 | $161k | 926 | 173.87 |
| 2018-09-30 | $163k | 945 | 172.49 |
| 2018-06-30 | $134k | 782 | 171.36 |
| 2018-03-31 | $114k | 696 | 163.79 |
| 2017-12-31 | $94k | 605 | 155.37 |
| 2017-09-30 | $65k | 442 | 147.06 |