Heritage Wealth Management (Arizona)’s NextEra Energy NEE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$114K	Buy	1,368 +794	+138%	+$64.1K	0.02%	396
2022 Q3	$45K	Buy	574 +22	+4%	+$1.87K	0.01%	415
2022 Q2	$42.8K	Hold	552	–	–	0.01%	447
2022 Q1	$47K	Buy	+552	New	+$44.2K	0.01%	483
2021 Q3	$43K	Hold	552	–	–	0.02%	470
2021 Q2	$40K	Sell	552 -388	-41%	-$29.1K	0.02%	487
2021 Q1	$71K	Buy	+940	New	+$73.4K	0.04%	310

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NEE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its NextEra Energy (NEE) stake by 138% in Q4 2022, buying an estimated $64.1K and bringing the position to 1,368 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #396.

Heritage Wealth Management (Arizona) first reported a position in NEE in Q1 2021 and has held it in 7 quarters since. 2,471 funds tracked by Wall St. Rank hold NEE as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,368 shares of NextEra Energy worth $114K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 794 NextEra Energy shares in Q4 2022, an estimated $64.1K.
NextEra Energy made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #396 holding.
Heritage Wealth Management (Arizona) first reported a position in NextEra Energy in Q1 2021 and has held it in 7 quarters since.
2,471 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.