HFS
NEE icon

Heritage Financial Services’s NextEra Energy NEE Stock Holding History

Heritage Financial Services’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$948K Buy
11,811
+498
+4% +$41.2K 0.08% 49
2025
Q3 		$854K Sell
11,313
-492
-4% -$35.9K 0.08% 49
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% +$26.8K 0.11% 44
2024
Q3 		$971K Hold
11,487
– – 0.13% 40
2024
Q2 		$813K Sell
11,487
-595
-5% -$42.2K 0.12% 43
2024
Q1 		$772K Buy
12,082
+187
+2% +$11K 0.11% 45
2023
Q4 		$723K Buy
11,895
+108
+0.9% +$6.16K 0.12% 48
2023
Q3 		$675K Sell
11,787
-350
-3% -$24.2K 0.13% 36
2023
Q2 		$901K Buy
12,137
+59
+0.5% +$4.47K 0.18% 29
2023
Q1 		$931K Buy
12,078
+124
+1% +$9.54K 0.2% 26
2022
Q4 		$999K Buy
11,954
+278
+2% +$22.5K 0.25% 25
2022
Q3 		$915K Hold
11,676
– – 0.56% 19
2022
Q2 		$904K Sell
11,676
-84
-0.7% -$6.39K 0.5% 21
2022
Q1 		$996K Buy
11,760
+148
+1% +$11.9K 0.65% 22
2021
Q4 		$1.08M Buy
+11,612
New +$1M 0.85% 19

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Financial Services's NEE Position: Q4 2025 in Review

Heritage Financial Services increased its NextEra Energy (NEE) stake by 4.4% in Q4 2025, buying an estimated $41.2K and bringing the position to 11,811 shares worth $948K. The position accounts for 0.08% of the portfolio, ranked #49.

Heritage Financial Services first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2021. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Heritage Financial Services held 11,811 shares of NextEra Energy worth $948K as of Q4 2025.
  • Heritage Financial Services bought 498 NextEra Energy shares in Q4 2025, an estimated $41.2K.
  • NextEra Energy made up 0.08% of Heritage Financial Services's portfolio in Q4 2025, its #49 holding.
  • Heritage Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's NextEra Energy position peaked at $1.08M in Q4 2021.
  • 2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.