Nextera Energy shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Nextera Energy
Tip: Access up to 7 years of quarterly data
All positions including Nextera Energy held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Nextera Energy by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 20k | 75.49 |
| 2025-06-30 | $1.6M | 24k | 69.42 |
| 2025-03-31 | $1.9M | 27k | 70.89 |
| 2024-12-31 | $1.9M | 26k | 71.69 |
| 2024-09-30 | $2.2M | 27k | 84.53 |
| 2024-06-30 | $1.9M | 27k | 70.81 |
| 2024-03-31 | $1.8M | 28k | 63.91 |
| 2023-12-31 | $1.8M | 29k | 60.74 |
| 2023-09-30 | $1.7M | 31k | 57.29 |
| 2023-06-30 | $2.6M | 35k | 74.20 |
| 2023-03-31 | $3.0M | 39k | 77.08 |
| 2022-12-31 | $3.5M | 42k | 83.60 |
| 2022-09-30 | $2.7M | 35k | 78.40 |
| 2022-06-30 | $2.7M | 35k | 77.45 |
| 2022-03-31 | $2.9M | 34k | 84.72 |
| 2021-12-31 | $4.4M | 47k | 93.35 |
| 2021-09-30 | $3.7M | 47k | 78.52 |
| 2021-06-30 | $3.7M | 50k | 73.27 |
| 2021-03-31 | $4.0M | 52k | 75.62 |
| 2020-12-31 | $5.4M | 70k | 77.15 |
| 2020-09-30 | $5.1M | 18k | 277.53 |
| 2020-06-30 | $4.5M | 19k | 240.19 |
| 2020-03-31 | $4.7M | 20k | 240.61 |
| 2019-12-31 | $5.5M | 23k | 242.14 |
| 2019-09-30 | $5.9M | 25k | 232.99 |
| 2019-06-30 | $5.0M | 25k | 204.87 |
| 2019-03-31 | $5.1M | 27k | 190.48 |
| 2018-12-31 | $4.5M | 27k | 169.39 |
| 2018-09-30 | $4.0M | 24k | 166.99 |
| 2018-06-30 | $4.1M | 24k | 170.86 |
| 2018-03-31 | $4.2M | 25k | 163.34 |
| 2017-12-31 | $3.8M | 24k | 156.17 |
| 2017-09-30 | $3.4M | 23k | 146.73 |
| 2017-06-30 | $3.3M | 24k | 140.12 |
| 2017-03-31 | $3.2M | 24k | 131.93 |
| 2016-12-31 | $2.6M | 22k | 119.47 |
| 2016-09-30 | $2.4M | 20k | 122.31 |
| 2016-06-30 | $2.6M | 20k | 130.38 |
| 2016-03-31 | $2.4M | 20k | 118.34 |
| 2015-12-31 | $1.8M | 17k | 103.89 |