Heritage Trust CO Nextera Energy Inc Transaction History

Heritage Trust CO

$740 Million
Q1 2024

A detailed history of Heritage Trust CO transactions in Nextera Energy Inc stock. As of the latest transaction made, Heritage Trust CO holds 27,902 shares of NEE stock, worth $1.97 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

27,902

Previous 24,954 11.81%

Holding current value

$1.97 Million

Previous $1.52 Million 17.69%

% of portfolio

0.24%

Previous 0.21%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$54.97 - $63.91 $162,051 - $188,406	2,948 Added 11.81%	27,902 $1.78 Million
Q4 2023 Feb 09, 2024	BUY	$49.32 - $62.78 $147,170 - $187,335	2,984 Added 13.58%	24,954 $1.52 Million
Q3 2023 Nov 08, 2023	BUY	$57.08 - $75.9 $3,938 - $5,237	69 Added 0.32%	21,970 $1.26 Million
Q2 2023 Aug 11, 2023	BUY	$72.69 - $79.04 $213,853 - $232,535	2,942 Added 15.52%	21,901 $1.63 Million
Q1 2023 May 12, 2023	BUY	$69.87 - $85.74 $56,385 - $69,192	807 Added 4.45%	18,959 $1.46 Million

Q4 2022 Feb 10, 2023	SELL	$70.64 - $87.15 $11,796 - $14,554	-167 Reduced 0.91%	18,152 $1.52 Million
Q3 2022 Nov 10, 2022	BUY	$54.18 - $90.81 $79,915 - $133,944	1,475 Added 8.76%	18,319 $1.44 Million
Q4 2021 Feb 09, 2022	SELL	$77.83 - $93.36 $8,561 - $10,269	-110 Reduced 0.65%	16,844 $1.57 Million
Q3 2021 Nov 09, 2021	SELL	$74.19 - $86.48 $3,486 - $4,064	-47 Reduced 0.28%	16,954 $1.33 Million
Q2 2021 Aug 09, 2021	SELL	$71.54 - $80.94 $227,425 - $257,308	-3,179 Reduced 15.75%	17,001 $1.25 Million
Q1 2021 May 12, 2021	SELL	$70.7 - $86.87 $4.2 Million - $5.16 Million	-59,348 Reduced 74.63%	20,180 $1.53 Million
Q4 2020 Feb 11, 2021	BUY	$70.29 - $77.75 $4.14 Million - $4.58 Million	58,916 Added 285.83%	79,528 $6.14 Million
Q3 2020 Nov 13, 2020	SELL	$61.56 - $73.93 $44,507 - $53,451	-723 Reduced 3.39%	20,612 $5.72 Million
Q2 2020 Aug 04, 2020	BUY	$54.56 - $65.12 $13,640 - $16,280	250 Added 1.19%	21,335 $5.13 Million
Q1 2020 May 11, 2020	SELL	$45.42 - $70.56 $140,302 - $217,959	-3,089 Reduced 12.78%	21,085 $5.07 Million
Q4 2019 Feb 11, 2020	SELL	$55.52 - $60.68 $52,077 - $56,917	-938 Reduced 3.74%	24,174 $5.85 Million
Q3 2019 Nov 12, 2019	SELL	$51.01 - $58.25 $32,340 - $36,930	-634 Reduced 2.46%	25,112 $5.85 Million
Q2 2019 Aug 13, 2019	SELL	$46.97 - $52.05 $2,677 - $2,966	-57 Reduced 0.22%	25,746 $5.27 Million
Q1 2019 May 15, 2019	BUY	$42.35 - $48.75 $881,134 - $1.01 Million	20,806 Added 416.37%	25,803 $4.99 Million
Q4 2018 Jan 18, 2019	SELL	$41.75 - $45.74 $2,087 - $2,287	-50 Reduced 0.99%	4,997 $868,000
Q1 2018 May 14, 2018	SELL	$36.32 - $40.83 $1,016 - $1,143	-28 Reduced 0.55%	5,047 $825,000
Q3 2017 Nov 14, 2017	BUY	$36.52 - $37.85 $185,339 - $192,088	5,075	5,075 $744,000

Others Institutions Holding NEE

# of Institutions

2,671

Shares Held

1.55B

Call Options Held

19.8M

Put Options Held

12.8M

View Full List

About NEXTERA ENERGY INC

Ticker NEE
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 1,964,780,032
Market Cap $138B
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...

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Heritage Trust CO Nextera Energy Inc Transaction History