Heritage Financial Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $854K | Sell |
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|
2025
Q2 | $820K | Buy |
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|
2025
Q1 | $824K | Sell |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $971K | Hold |
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|
2024
Q2 | $813K | Sell |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $901K | Buy |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $999K | Buy |
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|
2022
Q3 | $915K | Hold |
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|
2022
Q2 | $904K | Sell |
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|
2022
Q1 | $996K | Buy |
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|
2021
Q4 | $1.08M | Buy |
|