Ownership history in Rosenbaum Jay D. · 18 quarters on record
This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in NEXTERA ENERGY INC COM (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | REDUCED | 4,074 | -330 | -7.5% | 1.63% | $288K | $67.31 |
| 2024 Q1 | REDUCED | 4,404 | -5,792 | -56.8% | 1.60% | $281K | $60.36 |
| 2023 Q4 | REDUCED | 10,196 | -6,845 | -40.2% | 1.60% | $619K | $56.85 |
| 2023 Q3 | ADDED | 17,041 | +5,739 | +50.8% | 1.64% | $976K | $53.19 |
| 2023 Q2 | ADDED | 11,302 | +2,546 | +29.1% | 1.35% | $839K | $68.41 |
| 2023 Q1 | ADDED | 8,756 | +967 | +12.4% | 1.24% | $675K | $70.61 |
| 2022 Q4 | REDUCED | 7,789 | -1,337 | -14.7% | 1.41% | $651K | $76.10 |
| 2022 Q3 | REDUCED | 9,126 | -153 | -1.6% | 1.65% | $716K | $71.01 |
| 2022 Q2 | ADDED | 9,279 | +270 | +3.0% | 1.39% | $719K | $69.81 |
| 2022 Q1 | ADDED | 9,009 | +266 | +3.0% | 1.21% | $763K | $75.91 |
As of 2025 Q4 — sorted by position size