Heritage Financial Services’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
11,805
+188
| +2% | +$13.1K | 0.08% | 49 |
|
|
2025
Q1 | $824K | Sell |
11,617
-215
| -2% | -$15.2K | 0.08% | 48 |
|
|
2024
Q4 | $848K | Buy |
11,832
+345
| +3% | +$24.7K | 0.11% | 44 |
|
|
2024
Q3 | $971K | Hold |
11,487
| – | – | 0.13% | 40 |
|
|
2024
Q2 | $813K | Sell |
11,487
-595
| -5% | -$42.1K | 0.12% | 43 |
|
|
2024
Q1 | $772K | Buy |
12,082
+187
| +2% | +$12K | 0.11% | 45 |
|
|
2023
Q4 | $723K | Buy |
11,895
+108
| +0.9% | +$6.56K | 0.12% | 48 |
|
|
2023
Q3 | $675K | Sell |
11,787
-350
| -3% | -$20.1K | 0.13% | 36 |
|
|
2023
Q2 | $901K | Buy |
12,137
+59
| +0.5% | +$4.38K | 0.18% | 29 |
|
|
2023
Q1 | $931K | Buy |
12,078
+124
| +1% | +$9.56K | 0.2% | 26 |
|
|
2022
Q4 | $999K | Buy |
11,954
+278
| +2% | +$23.2K | 0.25% | 25 |
|
|
2022
Q3 | $915K | Hold |
11,676
| – | – | 0.56% | 19 |
|
|
2022
Q2 | $904K | Sell |
11,676
-84
| -0.7% | -$6.5K | 0.5% | 21 |
|
|
2022
Q1 | $996K | Buy |
11,760
+148
| +1% | +$12.5K | 0.65% | 22 |
|
|
2021
Q4 | $1.08M | Buy |
+11,612
| New | +$1.08M | 0.85% | 19 |
|