Nextera Energy shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $971k | 12k | 84.53 |
| 2024-06-30 | $813k | 12k | 70.81 |
| 2024-03-31 | $772k | 12k | 63.91 |
| 2023-12-31 | $723k | 12k | 60.74 |
| 2023-09-30 | $675k | 12k | 57.29 |
| 2023-06-30 | $901k | 12k | 74.20 |
| 2023-03-31 | $931k | 12k | 77.08 |
| 2022-12-31 | $999k | 12k | 83.60 |
| 2022-09-30 | $915k | 12k | 78.37 |
| 2022-06-30 | $904k | 12k | 77.42 |
| 2022-03-31 | $996k | 12k | 84.69 |
| 2021-12-31 | $1.1M | 12k | 93.35 |
More positions owned by Heritage Financial Services
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