Heartland Bank & Trust’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
+5,077
| New | +$352K | 0.17% | 128 |
|
|
2025
Q1 | – | Sell |
-3,638
| Closed | -$261K | – | 176 |
|
|
2024
Q4 | $261K | Buy |
3,638
+309
| +9% | +$22.2K | 0.14% | 128 |
|
|
2024
Q3 | $281K | Sell |
3,329
-91
| -3% | -$7.69K | 0.15% | 130 |
|
|
2024
Q2 | $242K | Buy |
3,420
+111
| +3% | +$7.86K | 0.14% | 133 |
|
|
2024
Q1 | $211K | Buy |
+3,309
| New | +$211K | 0.12% | 140 |
|
|
2023
Q4 | – | Sell |
-3,782
| Closed | -$217K | – | 131 |
|
|
2023
Q3 | $217K | Buy |
3,782
+54
| +1% | +$3.09K | 0.17% | 123 |
|
|
2023
Q2 | $277K | Sell |
3,728
-283
| -7% | -$21K | 0.22% | 112 |
|
|
2023
Q1 | $309K | Sell |
4,011
-254
| -6% | -$19.6K | 0.23% | 112 |
|
|
2022
Q4 | $357K | Sell |
4,265
-7,269
| -63% | -$608K | 0.26% | 105 |
|
|
2022
Q3 | $904K | Sell |
11,534
-367
| -3% | -$28.8K | 0.87% | 25 |
|
|
2022
Q2 | $922K | Sell |
11,901
-68
| -0.6% | -$5.27K | 0.82% | 31 |
|
|
2022
Q1 | $1.01M | Buy |
11,969
+6,911
| +137% | +$585K | 0.77% | 35 |
|
|
2021
Q4 | $472K | Buy |
+5,058
| New | +$472K | 0.35% | 86 |
|
|
2021
Q2 | – | Sell |
-9,240
| Closed | -$699K | – | 144 |
|
|
2021
Q1 | $699K | Sell |
9,240
-6,447
| -41% | -$488K | 0.64% | 53 |
|
|
2020
Q4 | $1.21M | Buy |
+15,687
| New | +$1.21M | 1.07% | 23 |
|