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

Heritage Wealth Management (Ohio)’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 Q2	$1.06M	Sell	12,100 -220	-2%	-$19.9K	0.26%	96
2026 Q1	$1.14M	Hold	12,320	–	–	0.57%	53
2025 Q4	$989K	Hold	12,320	–	–	0.28%	89
2025 Q3	$930K	Buy	12,320 +125	+1%	+$9.13K	0.27%	93
2025 Q2	$847K	Sell	12,195 -1,485	-11%	-$103K	0.27%	93
2025 Q1	$970K	Sell	13,680 -5,275	-28%	-$372K	0.33%	79
2024 Q4	$1.36M	Sell	18,955 -75	-0.4%	-$5.83K	0.45%	58
2024 Q3	$1.61M	Sell	19,030 -511	-3%	-$39.9K	0.53%	41
2024 Q2	$1.41M	Buy	+19,541	New	+$1.39M	0.47%	56

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s NEE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $19.9K and leaving 12,100 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #96.

Heritage Wealth Management (Ohio) first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Heritage Wealth Management (Ohio) held 12,100 shares of NextEra Energy worth $1.06M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 220 NextEra Energy shares in Q2 2026, an estimated $19.9K.
NextEra Energy made up 0.26% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #96 holding.
Heritage Wealth Management (Ohio) first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s NextEra Energy position peaked at $1.61M in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.