Heritage Wealth Advisors’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
Q2 | $495K | Hold |
5,640
| – | – | 0.02% | 132 |
|
|
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
Heritage Wealth Advisors's NEE Position: Q2 2026 in Review
Heritage Wealth Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 5,640 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #132.
Heritage Wealth Advisors first reported a position in NEE in Q3 2018 and has held it in 32 quarters since. The position peaked at $781K in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Heritage Wealth Advisors held 5,640 shares of NextEra Energy worth $495K as of Q2 2026.
- Heritage Wealth Advisors left its NextEra Energy share count unchanged in Q2 2026.
- NextEra Energy made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #132 holding.
- Heritage Wealth Advisors first reported a position in NextEra Energy in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's NextEra Energy position peaked at $781K in Q3 2024.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.