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Nextera Energy shares owned by Heron Financial Group

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Heron Financial Group from 13F filings

Historical chart of Heron Financial Group investment in Nextera Energy

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All positions including Nextera Energy held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nextera Energy by Heron Financial Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.5M 20k 74.20
2023-03-31 $1.6M 20k 77.08
2022-12-31 $1.6M 20k 82.63
2022-09-30 $1.6M 20k 78.39
2022-06-30 $1.6M 21k 77.48
2022-03-31 $1.7M 20k 84.72
2021-12-31 $1.5M 20k 77.21
2021-09-30 $1.5M 19k 78.54
2021-06-30 $1.4M 19k 73.29
2021-03-31 $1.2M 16k 75.75
2020-12-31 $1.1M 14k 79.26
2020-09-30 $929k 3.2k 287.79
2020-06-30 $674k 2.6k 259.73
2020-03-31 $517k 2.1k 242.61
2019-12-31 $576k 2.1k 272.21