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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
38,705
Value
$3.40M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of NEE by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,705$3.40M0.3%−4,426−10.3%ReducedHolders
Q1 202643,131$4.01M0.4%−40−0.1%ReducedHolders
Q4 202543,171$3.47M0.4%+949+2.2%AddedHolders
Q3 202542,222$3.19M0.3%+2,179+5.4%AddedHolders
Q2 202540,043$2.78M0.3%−70−0.2%ReducedHolders
Q1 202540,113$2.84M0.3%−1,887−4.5%ReducedHolders
Q4 202442,000$3.01M0.4%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202432,453$2.30M0.3%+4,551+16.3%AddedHolders
Q1 202427,902$1.78M0.2%+2,948+11.8%AddedHolders
Q4 202324,954$1.52M0.2%+2,984+13.6%AddedHolders
Q3 202321,970$1.26M0.2%+69+0.3%AddedHolders
Q2 202321,901$1.63M0.2%+2,942+15.5%AddedHolders
Q1 202318,959$1.46M0.2%+807+4.4%AddedHolders
Q4 202218,152$1.52M0.2%−167−0.9%ReducedHolders
Q3 202218,319$1.44M0.3%+1,475+8.8%AddedHolders
Q2 202216,844$1.30M0.2%00.0%UnchangedHolders
Q1 202216,844$1.43M0.2%00.0%UnchangedHolders
Q4 202116,844$1.57M0.2%−110−0.6%ReducedHolders
Q3 202116,954$1.33M0.2%−47−0.3%ReducedHolders
Q2 202117,001$1.25M0.2%−3,179−15.8%ReducedHolders
Q1 202120,180$1.53M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.