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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Heritage Wealth Management (Ohio)'s NEE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its NextEra Energy (NEE) position steady in Q1 2026 at 12,320 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #53.

Heritage Wealth Management (Ohio) first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Heritage Wealth Management (Ohio) held 12,320 shares of NextEra Energy worth $1.14M as of Q1 2026.
Heritage Wealth Management (Ohio) left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.57% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #53 holding.
Heritage Wealth Management (Ohio) first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s NextEra Energy position peaked at $1.61M in Q3 2024.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.