Nextera Energy shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.9M | 61k | 63.91 |
| 2023-12-31 | $3.0M | 49k | 60.74 |
| 2023-09-30 | $3.3M | 58k | 57.29 |
| 2023-06-30 | $3.5M | 47k | 74.20 |
| 2023-03-31 | $815k | 11k | 77.08 |
| 2022-12-31 | $935k | 11k | 83.60 |
| 2022-09-30 | $872k | 11k | 78.43 |
| 2022-06-30 | $861k | 11k | 77.44 |
| 2022-03-31 | $942k | 11k | 84.74 |
| 2021-12-31 | $1.1M | 12k | 93.37 |
| 2021-09-30 | $914k | 12k | 78.50 |
| 2021-06-30 | $853k | 12k | 73.26 |
| 2021-03-31 | $979k | 13k | 75.63 |
| 2020-12-31 | $990k | 13k | 77.08 |
| 2020-09-30 | $891k | 3.2k | 277.48 |
| 2020-06-30 | $693k | 2.9k | 240.12 |
| 2020-03-31 | $410k | 1.7k | 240.61 |
| 2019-12-31 | $412k | 1.7k | 241.78 |
| 2019-09-30 | $397k | 1.7k | 232.98 |
| 2019-06-30 | $349k | 1.7k | 204.81 |
| 2019-03-31 | $377k | 2.0k | 192.94 |
| 2018-12-31 | $353k | 2.0k | 173.72 |
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