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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.01M | Sell |
43,131
-40
| -0.1% | -$3.56K | 0.4% | 63 |
|
|
2025
Q4 | $3.47M | Buy |
43,171
+949
| +2% | +$78.6K | 0.35% | 73 |
|
|
2025
Q3 | $3.19M | Buy |
42,222
+2,179
| +5% | +$159K | 0.34% | 77 |
|
|
2025
Q2 | $2.78M | Sell |
40,043
-70
| -0.2% | -$4.86K | 0.32% | 82 |
|
|
2025
Q1 | $2.84M | Sell |
40,113
-1,887
| -4% | -$133K | 0.34% | 81 |
|
|
2024
Q4 | $3.01M | Buy |
+42,000
| New | +$3.26M | 0.35% | 78 |
|
|
2024
Q2 | $2.3M | Buy |
32,453
+4,551
| +16% | +$323K | 0.3% | 90 |
|
|
2024
Q1 | $1.78M | Buy |
27,902
+2,948
| +12% | +$173K | 0.24% | 105 |
|
|
2023
Q4 | $1.52M | Buy |
24,954
+2,984
| +14% | +$170K | 0.21% | 114 |
|
|
2023
Q3 | $1.26M | Buy |
21,970
+69
| +0.3% | +$4.78K | 0.2% | 112 |
|
|
2023
Q2 | $1.63M | Buy |
21,901
+2,942
| +16% | +$223K | 0.24% | 100 |
|
|
2023
Q1 | $1.46M | Buy |
18,959
+807
| +4% | +$62.1K | 0.23% | 105 |
|
|
2022
Q4 | $1.52M | Sell |
18,152
-167
| -0.9% | -$13.5K | 0.25% | 103 |
|
|
2022
Q3 | $1.44M | Buy |
18,319
+1,475
| +9% | +$125K | 0.25% | 101 |
|
|
2022
Q2 | $1.3M | Hold |
16,844
| – | – | 0.21% | 113 |
|
|
2022
Q1 | $1.43M | Hold |
16,844
| – | – | 0.2% | 114 |
|
|
2021
Q4 | $1.57M | Sell |
16,844
-110
| -0.6% | -$9.51K | 0.2% | 112 |
|
|
2021
Q3 | $1.33M | Sell |
16,954
-47
| -0.3% | -$3.79K | 0.19% | 116 |
|
|
2021
Q2 | $1.25M | Sell |
17,001
-3,179
| -16% | -$239K | 0.18% | 116 |
|
|
2021
Q1 | $1.53M | Sell |
20,180
-59,348
| -75% | -$4.63M | 0.23% | 101 |
|
|
2020
Q4 | $6.14M | Sell |
79,528
-2,920
| -4% | -$218K | 0.99% | 32 |
|
|
2020
Q3 | $5.72M | Sell |
82,448
-2,892
| -3% | -$200K | 1.07% | 31 |
|
|
2020
Q2 | $5.13M | Buy |
85,340
+1,000
| +1% | +$59.9K | 1% | 33 |
|
|
2020
Q1 | $5.07M | Sell |
84,340
-12,356
| -13% | -$777K | 1.27% | 24 |
|
|
2019
Q4 | $5.85M | Sell |
96,696
-3,752
| -4% | -$219K | 1.17% | 26 |
|
|
2019
Q3 | $5.85M | Sell |
100,448
-2,536
| -2% | -$137K | 1.26% | 20 |
|
|
2019
Q2 | $5.27M | Sell |
102,984
-228
| -0.2% | -$11.2K | 1.17% | 24 |
|
|
2019
Q1 | $4.99M | Buy |
103,212
+83,224
| +416% | +$3.81M | 1.15% | 26 |
|
|
2018
Q4 | $868K | Sell |
19,988
-200
| -1% | -$8.75K | 0.36% | 62 |
|
|
2018
Q3 | $846K | Hold |
20,188
| – | – | 0.3% | 66 |
|
|
2018
Q2 | $843K | Hold |
20,188
| – | – | 0.32% | 63 |
|
|
2018
Q1 | $825K | Sell |
20,188
-112
| -0.6% | -$4.32K | 0.31% | 64 |
|
|
2017
Q4 | $792K | Hold |
20,300
| – | – | 0.28% | 66 |
|
|
2017
Q3 | $744K | Hold |
20,300
| – | – | 0.27% | 69 |
|
|
2017
Q2 | $711K | Buy |
20,300
+400
| +2% | +$13.7K | 0.27% | 66 |
|
|
2017
Q1 | $639K | Buy |
+19,900
| New | +$626K | 0.24% | 71 |
|
Other funds holding NEE
VCM
VPM
Heritage Trust's NEE Position: Q1 2026 in Review
Heritage Trust reduced its NextEra Energy (NEE) stake by 0.09% in Q1 2026, selling an estimated $3.56K and leaving 43,131 shares worth $4.01M. The position accounts for 0.4% of the portfolio, ranked #63.
Heritage Trust first reported a position in NEE in Q1 2017 and has held it in 36 quarters since. The position peaked at $6.14M in Q4 2020. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Heritage Trust held 43,131 shares of NextEra Energy worth $4.01M as of Q1 2026.
- Heritage Trust sold 40 NextEra Energy shares in Q1 2026, an estimated $3.56K.
- NextEra Energy made up 0.4% of Heritage Trust's portfolio in Q1 2026, its #63 holding.
- Heritage Trust first reported a position in NextEra Energy in Q1 2017 and has held it in 36 quarters since.
- Heritage Trust's NextEra Energy position peaked at $6.14M in Q4 2020.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.