Heron Financial Group’s NextEra Energy NEE Stock Holding History

Heron Financial Group’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
2023 Q2	$1.51M	Buy	20,417 +109	+0.5%	+$8.25K	0.82%	29
2023 Q1	$1.57M	Buy	20,308 +661	+3%	+$50.8K	0.86%	26
2022 Q4	$1.62M	Sell	19,647 -127	-0.6%	-$10.3K	1.08%	20
2022 Q3	$1.55M	Sell	19,774 -1,341	-6%	-$114K	0.96%	21
2022 Q2	$1.64M	Buy	21,115 +1,073	+5%	+$81.7K	0.99%	20
2022 Q1	$1.7M	Buy	20,042 +175	+0.9%	+$14K	0.88%	24
2021 Q4	$1.53M	Buy	19,867 +692	+4%	+$59.8K	0.83%	28
2021 Q3	$1.51M	Buy	19,175 +645	+3%	+$52K	0.84%	27
2021 Q2	$1.36M	Buy	18,530 +2,531	+16%	+$190K	0.78%	28
2021 Q1	$1.21M	Buy	15,999 +1,590	+11%	+$124K	0.74%	30
2020 Q4	$1.14M	Buy	14,409 +1,497	+12%	+$112K	0.79%	30
2020 Q3	$929K	Buy	12,912 +2,532	+24%	+$175K	0.74%	35
2020 Q2	$674K	Buy	10,380 +1,856	+22%	+$111K	0.6%	39
2020 Q1	$517K	Buy	8,524 +60	+0.7%	+$3.77K	0.53%	50
2019 Q4	$576K	Buy	+8,464	New	+$494K	0.48%	53

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Heron Financial Group's NEE Position: Q2 2023 in Review

Heron Financial Group increased its NextEra Energy (NEE) stake by 0.54% in Q2 2023, buying an estimated $8.25K and bringing the position to 20,417 shares worth $1.51M. The position accounts for 0.82% of the portfolio, ranked #29.

Heron Financial Group first reported a position in NEE in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.7M in Q1 2022. 2,413 funds tracked by Wall St. Rank hold NEE as of Q2 2023.

Heron Financial Group held 20,417 shares of NextEra Energy worth $1.51M as of Q2 2023.
Heron Financial Group bought 109 NextEra Energy shares in Q2 2023, an estimated $8.25K.
NextEra Energy made up 0.82% of Heron Financial Group's portfolio in Q2 2023, its #29 holding.
Heron Financial Group first reported a position in NextEra Energy in Q4 2019 and has held it in 15 quarters since.
Heron Financial Group's NextEra Energy position peaked at $1.7M in Q1 2022.
2,413 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.