Heritage Investment Group’s NextEra Energy NEE Stock Holding History

Heritage Investment Group’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
2026 Q2	$428K	Buy	4,877 +426	+10%	+$38.5K	0.06%	88
2026 Q1	$413K	Buy	4,451 +1	+0%	+$89	0.06%	83
2025 Q4	$357K	Sell	4,450 -102	-2%	-$8.45K	0.05%	90
2025 Q3	$344K	Sell	4,552 -400	-8%	-$29.2K	0.06%	87
2025 Q2	$344K	Sell	4,952 -674	-12%	-$46.8K	0.06%	85
2025 Q1	$399K	Sell	5,626 -286	-5%	-$20.2K	0.08%	71
2024 Q4	$424K	Buy	5,912 +352	+6%	+$27.3K	0.08%	69
2024 Q3	$470K	Buy	5,560 +168	+3%	+$13.1K	0.09%	60
2024 Q2	$382K	Hold	5,392	–	–	0.08%	63
2024 Q1	$345K	Sell	5,392 -900	-14%	-$52.7K	0.07%	70
2023 Q4	$382K	Buy	6,292 +900	+17%	+$51.3K	0.09%	57
2023 Q3	$309K	Buy	5,392 +36	+0.7%	+$2.49K	0.08%	62
2023 Q2	$397K	Sell	5,356 -445	-8%	-$33.7K	0.11%	56
2023 Q1	$447K	Buy	5,801 +900	+18%	+$69.2K	0.14%	45
2022 Q4	$410K	Sell	4,901 -1,697	-26%	-$137K	0.13%	48
2022 Q3	$517K	Sell	6,598 -1,100	-14%	-$93.3K	0.32%	34
2022 Q2	$596K	Hold	7,698	–	–	0.34%	33
2022 Q1	$652K	Buy	7,698 +322	+4%	+$25.8K	0.47%	29
2021 Q4	$689K	Buy	+7,376	New	+$637K	0.54%	30

Other funds holding NEE

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

Heritage Investment Group's NEE Position: Q2 2026 in Review

Heritage Investment Group increased its NextEra Energy (NEE) stake by 9.6% in Q2 2026, buying an estimated $38.5K and bringing the position to 4,877 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #88.

Heritage Investment Group first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $689K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Heritage Investment Group held 4,877 shares of NextEra Energy worth $428K as of Q2 2026.
Heritage Investment Group bought 426 NextEra Energy shares in Q2 2026, an estimated $38.5K.
NextEra Energy made up 0.06% of Heritage Investment Group's portfolio in Q2 2026, its #88 holding.
Heritage Investment Group first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Heritage Investment Group's NextEra Energy position peaked at $689K in Q4 2021.
1,624 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.