Heron Financial Group’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.51M Buy
2023
Q1
$1.57M Buy
2022
Q4
$1.62M Sell
2022
Q3
$1.55M Sell
2022
Q2
$1.64M Buy
2022
Q1
$1.7M Buy
2021
Q4
$1.53M Buy
2021
Q3
$1.51M Buy
2021
Q2
$1.36M Buy
2021
Q1
$1.21M Buy
2020
Q4
$1.14M Buy
2020
Q3
$929K Buy
2020
Q2
$674K Buy
2020
Q1
$517K Buy
2019
Q4
$576K Buy