A detailed history of Heritage Financial Services, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Heritage Financial Services, LLC holds 11,487 shares of NEE stock, worth $918,730. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,487
Previous 12,082 4.92%
Holding current value
$918,730
Previous $772,000 5.31%
% of portfolio
0.12%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$61.7 - $80.02 $36,711 - $47,611
-595 Reduced 4.92%
11,487 $813,000
Q1 2024

May 14, 2024

BUY
$54.97 - $63.91 $10,279 - $11,951
187 Added 1.57%
12,082 $772,000
Q4 2023

Feb 02, 2024

BUY
$49.32 - $62.78 $5,326 - $6,780
108 Added 0.92%
11,895 $722,000
Q3 2023

Oct 19, 2023

SELL
$57.08 - $75.9 $19,978 - $26,565
-350 Reduced 2.88%
11,787 $675,000
Q2 2023

Jul 31, 2023

BUY
$72.69 - $79.04 $4,288 - $4,663
59 Added 0.49%
12,137 $900,000
Q1 2023

May 10, 2023

BUY
$69.87 - $85.74 $8,663 - $10,631
124 Added 1.04%
12,078 $930,000
Q4 2022

Jan 27, 2023

BUY
$70.64 - $87.15 $19,637 - $24,227
278 Added 2.38%
11,954 $0
Q2 2022

Jul 19, 2022

SELL
$68.51 - $87.08 $5,754 - $7,314
-84 Reduced 0.71%
11,676 $904,000
Q1 2022

Aug 30, 2022

BUY
$72.32 - $91.66 $10,703 - $13,565
148 Added 1.27%
11,760 $996,000
Q4 2021

Aug 26, 2022

BUY
$77.83 - $93.36 $903,761 - $1.08 Million
11,612 New
11,612 $1.08 Million

Others Institutions Holding NEE

About NEXTERA ENERGY INC


  • Ticker NEE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 1,964,780,032
  • Market Cap $157B
  • Description
  • NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, coal, and natural gas facilities. It also develops, constructs, and operates long-term contracted assets that consists of c...
More about NEE
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