Nextera Energy shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Nextera Energy
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Quarterly reported holdings in Nextera Energy by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $930k | 12k | 75.49 |
| 2025-06-30 | $847k | 12k | 69.42 |
| 2025-03-31 | $970k | 14k | 70.89 |
| 2024-12-31 | $1.4M | 19k | 71.69 |
| 2024-09-30 | $1.6M | 19k | 84.53 |
| 2024-06-30 | $1.4M | 20k | 72.09 |
More positions owned by Heritage Wealth Management
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