HTLF Bank’s NextEra Energy NEE Stock Holding History

HTLF Bank’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
2024 Q4	$335K	Sell	4,673 -4,296	-48%	-$334K	0.04%	159
2024 Q3	$758K	Sell	8,969 -3	-0%	-$234	0.08%	104
2024 Q2	$635K	Sell	8,972 -173	-2%	-$12.3K	0.07%	121
2024 Q1	$584K	Buy	9,145 +242	+3%	+$14.2K	0.07%	131
2023 Q4	$541K	Buy	+8,903	New	+$507K	0.06%	127

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HTLF Bank's NEE Position: Q4 2024 in Review

HTLF Bank reduced its NextEra Energy (NEE) stake by 48% in Q4 2024, selling an estimated $334K and leaving 4,673 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #159.

HTLF Bank first reported a position in NEE in Q4 2023 and has held it in 5 quarters since. The position peaked at $758K in Q3 2024. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

HTLF Bank held 4,673 shares of NextEra Energy worth $335K as of Q4 2024.
HTLF Bank sold 4,296 NextEra Energy shares in Q4 2024, an estimated $334K.
NextEra Energy made up 0.04% of HTLF Bank's portfolio in Q4 2024, its #159 holding.
HTLF Bank first reported a position in NextEra Energy in Q4 2023 and has held it in 5 quarters since.
HTLF Bank's NextEra Energy position peaked at $758K in Q3 2024.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.