Nextera Energy shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 7.0k | 75.49 |
| 2025-06-30 | $488k | 7.0k | 69.42 |
| 2025-03-31 | $498k | 7.0k | 70.89 |
| 2024-12-31 | $507k | 7.1k | 71.69 |
| 2024-09-30 | $594k | 7.0k | 84.53 |
| 2024-06-30 | $497k | 7.0k | 70.81 |
| 2024-03-31 | $449k | 7.0k | 63.91 |
| 2023-12-31 | $427k | 7.0k | 60.74 |
| 2023-09-30 | $457k | 8.0k | 57.29 |
| 2023-06-30 | $570k | 7.7k | 74.20 |
| 2023-03-31 | $592k | 7.7k | 77.08 |
| 2022-12-31 | $627k | 7.5k | 83.60 |
| 2022-09-30 | $586k | 7.5k | 78.38 |
| 2022-06-30 | $579k | 7.5k | 77.45 |
| 2022-03-31 | $629k | 7.4k | 84.73 |
| 2021-12-31 | $693k | 7.4k | 93.35 |
| 2021-09-30 | $583k | 7.4k | 78.53 |
| 2021-06-30 | $544k | 7.4k | 73.28 |
| 2021-03-31 | $561k | 7.4k | 75.57 |
| 2020-12-31 | $513k | 6.7k | 77.12 |
| 2020-09-30 | $462k | 1.7k | 277.81 |
| 2020-06-30 | $399k | 1.7k | 239.93 |
| 2020-03-31 | $400k | 1.7k | 240.53 |
| 2019-12-31 | $448k | 1.8k | 242.29 |