Heritage Investment Group’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 | $344K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $596K | Hold |
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|
2022
Q1 | $652K | Buy |
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|
2021
Q4 | $689K | Buy |
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