Nextera Energy shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $211k | 3.3k | 63.91 |
| 2023-12-31 | $212k | 3.5k | 60.73 |
| 2023-09-30 | $193k | 3.4k | 57.30 |
| 2023-06-30 | $276k | 3.7k | 74.21 |
| 2023-03-31 | $277k | 3.6k | 77.07 |
| 2022-12-31 | $318k | 3.8k | 83.59 |
| 2022-09-30 | $311k | 4.0k | 78.50 |
| 2022-06-30 | $290k | 3.7k | 77.35 |
| 2022-03-31 | $325k | 3.8k | 84.68 |
| 2021-12-31 | $344k | 3.7k | 93.43 |
| 2021-09-30 | $281k | 3.6k | 78.60 |
| 2021-06-30 | $146k | 2.0k | 73.11 |
| 2021-03-31 | $303k | 4.0k | 75.73 |
| 2020-12-31 | $306k | 4.0k | 77.19 |
| 2020-09-30 | $275k | 991 | 277.50 |
| 2020-06-30 | $238k | 991 | 240.16 |
| 2020-03-31 | $238k | 991 | 240.16 |
| 2019-12-31 | $190k | 784 | 242.35 |
| 2019-09-30 | $183k | 784 | 233.42 |
| 2019-06-30 | $159k | 777 | 204.63 |
| 2019-03-31 | $150k | 777 | 193.05 |
| 2018-12-31 | $135k | 777 | 173.75 |
| 2018-09-30 | $130k | 777 | 167.31 |
| 2018-06-30 | $130k | 777 | 167.31 |
| 2018-03-31 | $114k | 700 | 162.86 |
| 2017-12-31 | $109k | 700 | 155.71 |
| 2017-09-30 | $103k | 700 | 147.14 |
| 2017-06-30 | $98k | 700 | 140.00 |
| 2017-03-31 | $84k | 700 | 120.00 |
| 2016-12-31 | $84k | 700 | 120.00 |
| 2016-09-30 | $86k | 700 | 122.86 |
| 2016-06-30 | $691k | 5.3k | 130.38 |
| 2016-03-31 | $237k | 2.0k | 118.50 |
| 2015-12-31 | $208k | 2.0k | 104.00 |
| 2015-09-30 | $205k | 2.1k | 97.62 |
| 2014-03-31 | $202k | 2.1k | 95.62 |