HIG
Heritage Investment Group’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
4,952
-674
| -12% | -$46.8K | 0.06% | 85 |
|
|
2025
Q1 | $399K | Sell |
5,626
-286
| -5% | -$20.3K | 0.08% | 71 |
|
|
2024
Q4 | $424K | Buy |
5,912
+352
| +6% | +$25.2K | 0.08% | 69 |
|
|
2024
Q3 | $470K | Buy |
5,560
+168
| +3% | +$14.2K | 0.09% | 60 |
|
|
2024
Q2 | $382K | Hold |
5,392
| – | – | 0.08% | 63 |
|
|
2024
Q1 | $345K | Sell |
5,392
-900
| -14% | -$57.6K | 0.07% | 70 |
|
|
2023
Q4 | $382K | Buy |
6,292
+900
| +17% | +$54.6K | 0.09% | 57 |
|
|
2023
Q3 | $309K | Buy |
5,392
+36
| +0.7% | +$2.06K | 0.08% | 62 |
|
|
2023
Q2 | $397K | Sell |
5,356
-445
| -8% | -$33K | 0.11% | 56 |
|
|
2023
Q1 | $447K | Buy |
5,801
+900
| +18% | +$69.4K | 0.14% | 45 |
|
|
2022
Q4 | $410K | Sell |
4,901
-1,697
| -26% | -$142K | 0.13% | 48 |
|
|
2022
Q3 | $517K | Sell |
6,598
-1,100
| -14% | -$86.2K | 0.32% | 34 |
|
|
2022
Q2 | $596K | Hold |
7,698
| – | – | 0.34% | 33 |
|
|
2022
Q1 | $652K | Buy |
7,698
+322
| +4% | +$27.3K | 0.47% | 29 |
|
|
2021
Q4 | $689K | Buy |
+7,376
| New | +$689K | 0.54% | 30 |
|