Heron Financial Group, LLC Nextera Energy Inc Transaction History

Heron Financial Group, LLC

$185 Million
Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Nextera Energy Inc stock. As of the latest transaction made, Heron Financial Group, LLC holds 20,417 shares of NEE stock, worth $1.58 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

20,417

Previous 20,308 0.54%

Holding current value

$1.58 Million

Previous $1.57 Million 3.26%

% of portfolio

0.82%

Previous 0.86%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$72.69 - $79.04 $7,923 - $8,615	109 Added 0.54%	20,417 $1.51 Million
Q1 2023 Apr 19, 2023	BUY	$69.87 - $85.74 $46,184 - $56,674	661 Added 3.36%	20,308 $1.57 Million
Q4 2022 Feb 14, 2023	SELL	$70.64 - $87.15 $8,971 - $11,068	-127 Reduced 0.64%	19,647 $1.64 Million
Q3 2022 Oct 27, 2022	SELL	$54.18 - $90.81 $72,655 - $121,776	-1,341 Reduced 6.35%	19,774 $1.55 Million
Q2 2022 Jul 29, 2022	BUY	$68.51 - $87.08 $73,511 - $93,436	1,073 Added 5.35%	21,115 $1.64 Million
Q1 2022 May 12, 2022	BUY	$72.32 - $91.66 $12,655 - $16,040	175 Added 0.88%	20,042 $1.7 Million
Q4 2021 Feb 04, 2022	BUY	$77.83 - $93.36 $53,858 - $64,605	692 Added 3.61%	19,867 $1.53 Million
Q3 2021 Nov 04, 2021	BUY	$74.19 - $86.48 $47,852 - $55,779	645 Added 3.48%	19,175 $1.51 Million
Q2 2021 Aug 16, 2021	BUY	$71.54 - $80.94 $181,067 - $204,859	2,531 Added 15.82%	18,530 $1.36 Million
Q1 2021 Apr 14, 2021	BUY	$70.7 - $86.87 $112,413 - $138,123	1,590 Added 11.03%	15,999 $1.21 Million
Q4 2020 Feb 16, 2021	BUY	$70.29 - $77.75 $785,912 - $869,322	11,181 Added 346.38%	14,409 $1.14 Million
Q3 2020 Oct 15, 2020	BUY	$61.56 - $73.93 $38,967 - $46,797	633 Added 24.39%	3,228 $929,000
Q2 2020 Jul 20, 2020	BUY	$54.56 - $65.12 $25,315 - $30,215	464 Added 21.77%	2,595 $674,000
Q1 2020 Apr 23, 2020	BUY	$45.42 - $70.56 $681 - $1,058	15 Added 0.71%	2,131 $517,000
Q4 2019 Feb 14, 2020	BUY	$55.52 - $60.68 $117,480 - $128,398	2,116 New	2,116 $576,000

Others Institutions Holding NEE

# of Institutions

2,945

Shares Held

1.58B

Call Options Held

28.7M

Put Options Held

26.3M

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 $152B
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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Heron Financial Group, LLC Nextera Energy Inc Transaction History