Nextera Energy shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $426k | 5.6k | 75.49 |
| 2025-06-30 | $416k | 6.0k | 69.42 |
| 2025-03-31 | $442k | 6.2k | 70.88 |
| 2024-12-31 | $453k | 6.3k | 71.69 |
| 2024-09-30 | $781k | 9.2k | 84.53 |
| 2024-06-30 | $469k | 6.6k | 70.81 |
| 2024-03-31 | $423k | 6.6k | 63.91 |
| 2023-12-31 | $408k | 6.7k | 60.74 |
| 2023-09-30 | $262k | 4.6k | 57.29 |
| 2023-06-30 | $400k | 5.4k | 74.20 |
| 2023-03-31 | $415k | 5.4k | 77.08 |
| 2022-12-31 | $309k | 3.7k | 83.60 |
| 2022-09-30 | $259k | 3.3k | 78.41 |
| 2022-06-30 | $256k | 3.3k | 77.58 |
| 2022-03-31 | $280k | 3.3k | 84.85 |
| 2021-12-31 | $308k | 3.3k | 93.36 |
| 2021-09-30 | $315k | 4.0k | 78.51 |
| 2021-06-30 | $294k | 4.0k | 73.28 |
| 2021-03-31 | $304k | 4.0k | 75.61 |
| 2020-12-31 | $248k | 3.2k | 77.16 |
| 2020-09-30 | $223k | 803 | 277.63 |
| 2020-06-30 | $150k | 405 | 370.37 |
| 2020-03-31 | $116k | 483 | 240.62 |
| 2019-12-31 | $120k | 496 | 242.16 |
| 2019-09-30 | $89k | 382 | 232.98 |
| 2019-06-30 | $89k | 432 | 204.86 |
| 2019-03-31 | $84k | 432 | 193.32 |
| 2018-12-31 | $64k | 372 | 172.04 |
| 2018-09-30 | $62k | 372 | 166.67 |