Nextera Energy shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 4.6k | 75.49 |
| 2025-06-30 | $344k | 5.0k | 69.42 |
| 2025-03-31 | $399k | 5.6k | 70.89 |
| 2024-12-31 | $424k | 5.9k | 71.69 |
| 2024-09-30 | $470k | 5.6k | 84.53 |
| 2024-06-30 | $382k | 5.4k | 70.85 |
| 2024-03-31 | $345k | 5.4k | 63.98 |
| 2023-12-31 | $382k | 6.3k | 60.71 |
| 2023-09-30 | $309k | 5.4k | 57.31 |
| 2023-06-30 | $397k | 5.4k | 74.12 |
| 2023-03-31 | $447k | 5.8k | 77.06 |
| 2022-12-31 | $410k | 4.9k | 83.66 |
| 2022-09-30 | $517k | 6.6k | 78.36 |
| 2022-06-30 | $596k | 7.7k | 77.42 |
| 2022-03-31 | $652k | 7.7k | 84.70 |
| 2021-12-31 | $689k | 7.4k | 93.41 |