HWA
NEE icon

Heritage Wealth Advisors’s NextEra Energy NEE Stock Holding History

Heritage Wealth Advisors’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
Q1 		$524K Buy
5,640
+407
+8% +$36.2K 0.02% 121
2025
Q4 		$420K Sell
5,233
-413
-7% -$34.2K 0.02% 157
2025
Q3 		$426K Sell
5,646
-339
-6% -$24.8K 0.02% 142
2025
Q2 		$415K Sell
5,985
-245
-4% -$17K 0.02% 149
2025
Q1 		$442K Sell
6,230
-87
-1% -$6.14K 0.02% 136
2024
Q4 		$453K Sell
6,317
-2,921
-32% -$227K 0.02% 143
2024
Q3 		$781K Buy
9,238
+2,617
+40% +$204K 0.04% 103
2024
Q2 		$469K Buy
6,621
+1
+0% +$71 0.02% 143
2024
Q1 		$423K Buy
6,620
+43
+0.7% +$2.52K 0.02% 155
2023
Q4 		$399K Buy
6,577
+2,006
+44% +$114K 0.02% 159
2023
Q3 		$262K Sell
4,571
-816
-15% -$56.5K 0.01% 175
2023
Q2 		$400K Hold
5,387
– – 0.02% 147
2023
Q1 		$415K Buy
5,387
+1,687
+46% +$130K 0.02% 146
2022
Q4 		$309K Buy
3,700
+400
+12% +$32.3K 0.02% 168
2022
Q3 		$259K Hold
3,300
– – 0.02% 173
2022
Q2 		$256K Hold
3,300
– – 0.02% 178
2022
Q1 		$280K Hold
3,300
– – 0.02% 165
2021
Q4 		$308K Sell
3,300
-714
-18% -$61.7K 0.02% 164
2021
Q3 		$315K Hold
4,014
– – 0.02% 161
2021
Q2 		$294K Hold
4,014
– – 0.02% 173
2021
Q1 		$303K Buy
4,014
+800
+25% +$62.4K 0.02% 174
2020
Q4 		$248K Buy
3,214
+2
+0.1% +$150 0.02% 181
2020
Q3 		$223K Buy
3,212
+712
+28% +$49.2K 0.03% 142
2020
Q2 		$150K Buy
2,500
+568
+29% +$34K 0.02% 166
2020
Q1 		$116K Sell
1,932
-52
-3% -$3.27K 0.02% 177
2019
Q4 		$120K Buy
1,984
+456
+30% +$26.6K 0.02% 211
2019
Q3 		$89K Sell
1,528
-200
-12% -$10.8K 0.01% 222
2019
Q2 		$88.5K Hold
1,728
– – 0.01% 204
2019
Q1 		$83.5K Buy
1,728
+240
+16% +$11K 0.01% 191
2018
Q4 		$64K Hold
1,488
– – 0.01% 181
2018
Q3 		$62K Buy
+1,488
New +$63.3K 0.01% 181

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's NEE Position: Q1 2026 in Review

Heritage Wealth Advisors increased its NextEra Energy (NEE) stake by 7.8% in Q1 2026, buying an estimated $36.2K and bringing the position to 5,640 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #121.

Heritage Wealth Advisors first reported a position in NEE in Q3 2018 and has held it in 31 quarters since. The position peaked at $781K in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Heritage Wealth Advisors held 5,640 shares of NextEra Energy worth $524K as of Q1 2026.
  • Heritage Wealth Advisors bought 407 NextEra Energy shares in Q1 2026, an estimated $36.2K.
  • NextEra Energy made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • Heritage Wealth Advisors first reported a position in NextEra Energy in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's NextEra Energy position peaked at $781K in Q3 2024.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.