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Nextera Energy shares owned by Integris Wealth Management

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Integris Wealth Management from 13F filings

Historical chart of Integris Wealth Management investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $605k 9.5k 63.91
2023-12-31 $575k 9.5k 60.74
2023-09-30 $596k 10k 57.29
2023-06-30 $759k 10k 74.20
2023-03-31 $800k 10k 77.08
2022-12-31 $865k 10k 83.60

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Vanguard Bd Index Fds Short Trm Bond (BSV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Caterpillar (CAT)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Apple (AAPL)

View all positions for Integris Wealth Management

Top funds holding Nextera Energy

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Wells Fargo & Company
FMR
T. Rowe Price Associates
Franklin Resources
Northern Trust
Legal & General Group
Royal Bank of Canada
Nuveen Asset Management
Wellington Management Company

View all funds holding Nextera Energy