Heritage Trust’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
Q2 | $2.78M | Sell |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $3.01M | Buy |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $1.78M | Buy |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.3M | Hold |
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|
2022
Q1 | $1.43M | Hold |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $6.14M | Sell |
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|
2020
Q3 | $5.72M | Sell |
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|
2020
Q2 | $5.13M | Buy |
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|
2020
Q1 | $5.07M | Sell |
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|
2019
Q4 | $5.85M | Sell |
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|
2019
Q3 | $5.85M | Sell |
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|
2019
Q2 | $5.27M | Sell |
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|
2019
Q1 | $4.99M | Buy |
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|
2018
Q4 | $868K | Sell |
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|
2018
Q3 | $846K | Hold |
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|
2018
Q2 | $843K | Hold |
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|
2018
Q1 | $825K | Sell |
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|
2017
Q4 | $792K | Hold |
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|
2017
Q3 | $744K | Hold |
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|
2017
Q2 | $711K | Buy |
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|
2017
Q1 | $639K | Buy |
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