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Disclosery

Heritage Trust Co: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on NEE, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 38,705 NEE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,705 shares
    Change vs previous 13F -4,426 shares

    0.29% of the 13F portfolio, value $3,397,139.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,131 shares
    Change vs previous 13F -40 shares

    0.4% of the 13F portfolio, value $4,006,005.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,171 shares
    Change vs previous 13F +949 shares

    0.35% of the 13F portfolio, value $3,465,770.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,222 shares
    Change vs previous 13F +2,179 shares

    0.34% of the 13F portfolio, value $3,187,336.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,043 shares
    Change vs previous 13F -70 shares

    0.32% of the 13F portfolio, value $2,779,783.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,113 shares
    Change vs previous 13F -1,887 shares

    0.34% of the 13F portfolio, value $2,843,611.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,000 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,010,982.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).