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

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Quarterly reported holdings in Nextera Energy by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
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