Nextera Energy shares owned by Heritage Trust
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 42k | 75.49 |
| 2025-06-30 | $2.8M | 40k | 69.42 |
| 2025-03-31 | $2.8M | 40k | 70.89 |
| 2024-12-31 | $3.0M | 42k | 71.69 |
| 2024-06-30 | $2.3M | 33k | 70.81 |
| 2024-03-31 | $1.8M | 28k | 63.91 |
| 2023-12-31 | $1.5M | 25k | 60.74 |
| 2023-09-30 | $1.3M | 22k | 57.29 |
| 2023-06-30 | $1.6M | 22k | 74.20 |
| 2023-03-31 | $1.5M | 19k | 77.08 |
| 2022-12-31 | $1.5M | 18k | 83.60 |
| 2022-09-30 | $1.4M | 18k | 78.44 |
| 2022-06-30 | $1.3M | 17k | 77.47 |
| 2022-03-31 | $1.4M | 17k | 84.68 |
| 2021-12-31 | $1.6M | 17k | 93.37 |
| 2021-09-30 | $1.3M | 17k | 78.52 |
| 2021-06-30 | $1.2M | 17k | 73.27 |
| 2021-03-31 | $1.5M | 20k | 75.64 |
| 2020-12-31 | $6.1M | 80k | 77.17 |
| 2020-09-30 | $5.7M | 21k | 277.52 |
| 2020-06-30 | $5.1M | 21k | 240.24 |
| 2020-03-31 | $5.1M | 21k | 240.54 |
| 2019-12-31 | $5.9M | 24k | 242.28 |
| 2019-09-30 | $5.9M | 25k | 233.01 |
| 2019-06-30 | $5.3M | 26k | 204.84 |
| 2019-03-31 | $5.0M | 26k | 193.32 |
| 2018-12-31 | $865k | 5.0k | 173.13 |
| 2018-09-30 | $848k | 5.0k | 168.06 |
| 2018-06-30 | $841k | 5.0k | 166.67 |
| 2018-03-31 | $827k | 5.0k | 163.89 |
| 2017-12-31 | $790k | 5.1k | 155.56 |
| 2017-09-30 | $747k | 5.1k | 147.22 |
| 2017-06-30 | $712k | 5.1k | 140.28 |
| 2017-03-31 | $642k | 5.0k | 129.03 |