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Heartland Bank & Trust’s NextEra Energy NEE Stock Holding History

Heartland Bank & Trust’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
14,132
+676
+5% +$61.1K 0.26% 67
2026
Q1 		$1.25M Buy
13,456
+8,452
+169% +$751K 0.28% 58
2025
Q4 		$402K Sell
5,004
-38
-0.8% -$3.15K 0.17% 109
2025
Q3 		$381K Sell
5,042
-35
-0.7% -$2.56K 0.16% 119
2025
Q2 		$352K Buy
+5,077
New +$353K 0.17% 128
2025
Q1 		– Sell
-3,638
Closed -$261K – 176
2024
Q4 		$261K Buy
3,638
+309
+9% +$24K 0.14% 128
2024
Q3 		$281K Sell
3,329
-91
-3% -$7.1K 0.15% 130
2024
Q2 		$242K Buy
3,420
+111
+3% +$7.88K 0.14% 133
2024
Q1 		$211K Buy
+3,309
New +$194K 0.12% 140
2023
Q4 		– Sell
-3,782
Closed -$217K – 131
2023
Q3 		$217K Buy
3,782
+54
+1% +$3.74K 0.17% 123
2023
Q2 		$277K Sell
3,728
-283
-7% -$21.4K 0.22% 112
2023
Q1 		$309K Sell
4,011
-254
-6% -$19.5K 0.23% 112
2022
Q4 		$357K Sell
4,265
-7,269
-63% -$587K 0.26% 105
2022
Q3 		$904K Sell
11,534
-367
-3% -$31.1K 0.87% 25
2022
Q2 		$922K Sell
11,901
-68
-0.6% -$5.18K 0.82% 31
2022
Q1 		$1.01M Buy
11,969
+6,911
+137% +$554K 0.77% 35
2021
Q4 		$472K Buy
+5,058
New +$437K 0.35% 86
2021
Q2 		– Sell
-9,240
Closed -$699K – 144
2021
Q1 		$699K Sell
9,240
-6,447
-41% -$503K 0.64% 53
2020
Q4 		$1.21M Buy
+15,687
New +$1.17M 1.07% 23

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartland Bank & Trust's NEE Position: Q2 2026 in Review

Heartland Bank & Trust increased its NextEra Energy (NEE) stake by 5% in Q2 2026, buying an estimated $61.1K and bringing the position to 14,132 shares worth $1.24M. The position accounts for 0.26% of the portfolio, ranked #67.

Heartland Bank & Trust first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Heartland Bank & Trust held 14,132 shares of NextEra Energy worth $1.24M as of Q2 2026.
  • Heartland Bank & Trust bought 676 NextEra Energy shares in Q2 2026, an estimated $61.1K.
  • NextEra Energy made up 0.26% of Heartland Bank & Trust's portfolio in Q2 2026, its #67 holding.
  • Heartland Bank & Trust first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • Heartland Bank & Trust's NextEra Energy position peaked at $1.25M in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.