Heritage Investment Group, Inc.

Position in NEE — Nextera Energy Inc

CIK 1876811 POMPANO BEACH, FL

Position in NEE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$428,054

+$14,646 QoQ

Shares Held

4,877

+9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,189

of 3,000 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Heritage Investment Group, Inc. holds $662,064 across 2 Utilities - Regulated Electric names. NEE ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc This page	4,877	$428,054
2	SO	Southern Co	2,445	$234,010

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,054	4,877	+9.6%	Shares	Sole	2026-07-29
2026-03-31	$413,408	4,451	+0.0%	Shares	Sole	2026-05-01
2025-12-31	$357,246	4,450	-2.2%	Shares	Sole	2026-01-30
2025-09-30	$343,630	4,552	-8.1%	Shares	Sole	2025-10-31
2025-06-30	$343,767	4,952	-12.0%	Shares	Sole	2025-07-17
2025-03-31	$398,827	5,626	-4.8%	Shares	Sole	2025-04-25
2024-12-31	$423,831	5,912	+6.3%	Shares	Sole	2025-01-28
2024-09-30	$469,986	5,560	+3.1%	Shares	Sole	2024-11-06
2024-06-30	$381,807	5,392	0.0%	Shares	Sole	2024-07-22
2024-03-31	$344,602	5,392	-14.3%	Shares	Sole	2024-05-02
2023-12-31	$382,176	6,292	+16.7%	Shares	Sole	2024-02-01
2023-09-30	$308,907	5,392	+0.7%	Shares	Sole	2023-11-03
2023-06-30	$397,415	5,356	-7.7%	Shares	Sole	2023-07-17
2023-03-31	$447,141	5,801	+18.4%	Shares	Sole	2023-05-02
2022-12-31	$409,723	4,901	-25.7%	Shares	Sole	2023-02-06
2022-09-30	$517,349	6,598	-14.3%	Shares	Sole	2022-11-07
2022-06-30	$596,287	7,698	0.0%	Shares	Sole	2022-08-02
2022-03-31	$652,097	7,698	+4.4%	Shares	Sole	2022-05-03
2021-12-31	$688,623	7,376	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.