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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $426K | Sell |
|
|||||
|
2025
Q2 | $415K | Sell |
|
|||||
|
2025
Q1 | $442K | Sell |
|
|||||
|
2024
Q4 | $453K | Sell |
|
|||||
|
2024
Q3 | $781K | Buy |
|
|||||
|
2024
Q2 | $469K | Buy |
|
|||||
|
2024
Q1 | $423K | Buy |
|
|||||
|
2023
Q4 | $399K | Buy |
|
|||||
|
2023
Q3 | $262K | Sell |
|
|||||
|
2023
Q2 | $400K | Hold |
|
|||||
|
2023
Q1 | $415K | Buy |
|
|||||
|
2022
Q4 | $309K | Buy |
|
|||||
|
2022
Q3 | $259K | Hold |
|
|||||
|
2022
Q2 | $256K | Hold |
|
|||||
|
2022
Q1 | $280K | Hold |
|
|||||
|
2021
Q4 | $308K | Sell |
|
|||||
|
2021
Q3 | $315K | Hold |
|
|||||
|
2021
Q2 | $294K | Hold |
|
|||||
|
2021
Q1 | $303K | Buy |
|
|||||
|
2020
Q4 | $248K | Buy |
|
|||||
|
2020
Q3 | $223K | Buy |
|
|||||
|
2020
Q2 | $150K | Buy |
|
|||||
|
2020
Q1 | $116K | Sell |
|
|||||
|
2019
Q4 | $120K | Buy |
|
|||||
|
2019
Q3 | $89K | Sell |
|
|||||
|
2019
Q2 | $88.5K | Hold |
|
|||||
|
2019
Q1 | $83.5K | Buy |
|
|||||
|
2018
Q4 | $64K | Hold |
|
|||||
|
2018
Q3 | $62K | Buy |
|