HERITAGE WEALTH ADVISORS – NextEra Energy, Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$259,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+1.23%
quarter
NextEra Energy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 3K | $78.41 | 3.3K | |
| Q2 2022 | share | 0.00% | 0 shares | -24K | $77.46 | 3.3K | |
| Q1 2022 | share | 0.00% | 0 shares | -28K | $84.71 | 3.3K | |
| Q4 2021 | share | Decrease | -17.79% | -714 shares | -7.07K | $92.77 | 3.3K |
| Q3 2021 | share | 0.00% | 0 shares | 21.03K | $78.17 | 4.01K | |
| Q2 2021 | share | 0.00% | 0 shares | -9.35K | $72.62 | 4.01K | |
| Q1 2021 | share | Increase | +24.89% | 800 shares | 55.47K | $74.54 | 4.01K |
| Q4 2020 | share | Increase | +0.06% | 2 shares | 25.06K | $75.66 | 3.21K |
| Q3 2020 | share | Increase | +28.48% | 712 shares | 72.82K | $67.74 | 3.21K |
| Q2 2020 | share | Increase | +29.40% | 568 shares | 33.88K | $58.32 | 2.5K |
| Q1 2020 | share | Decrease | -2.62% | -52 shares | -3.89K | $58.11 | 1.93K |
| Q4 2019 | share | Increase | +29.84% | 456 shares | 31.11K | $58.17 | 1.98K |
| Q3 2019 | share | Decrease | -11.57% | -200 shares | 500 | $55.66 | 1.52K |
| Q2 2019 | share | 0.00% | 0 shares | 4.98K | $48.67 | 1.72K | |
| Q1 2019 | share | Increase | +16.13% | 240 shares | 19.51K | $45.64 | 1.72K |
| Q4 2018 | share | 0.00% | 0 shares | 2K | $40.76 | 1.48K | |
| Q3 2018 | share | Increase | 0.00% | 1.48K shares | 62K | $39.06 | 1.48K |