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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heartland Bank & Trust's NEE Position: Q1 2026 in Review

Heartland Bank & Trust increased its NextEra Energy (NEE) stake by 169% in Q1 2026, buying an estimated $751K and bringing the position to 13,456 shares worth $1.25M. The position accounts for 0.28% of the portfolio, ranked #58.

Heartland Bank & Trust first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Heartland Bank & Trust held 13,456 shares of NextEra Energy worth $1.25M as of Q1 2026.
  • Heartland Bank & Trust bought 8,452 NextEra Energy shares in Q1 2026, an estimated $751K.
  • NextEra Energy made up 0.28% of Heartland Bank & Trust's portfolio in Q1 2026, its #58 holding.
  • Heartland Bank & Trust first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.