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MidWestOne Financial Group’s NextEra Energy NEE Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$1.36M Sell
16,976
-262
-2% -$21.7K 0.15% 125
2025
Q3 		$1.3M Buy
17,238
+50
+0.3% +$3.65K 0.16% 131
2025
Q2 		$1.19M Buy
17,188
+2,018
+13% +$140K 0.15% 138
2025
Q1 		$1.08M Sell
15,170
-5,943
-28% -$419K 0.15% 143
2024
Q4 		$1.51M Sell
21,113
-3,005
-12% -$233K 0.21% 101
2024
Q3 		$2.04M Sell
24,118
-2,617
-10% -$204K 0.28% 77
2024
Q2 		$1.89M Buy
26,735
+1,785
+7% +$127K 0.34% 71
2024
Q1 		$1.59M Buy
24,950
+13,003
+109% +$762K 0.29% 95
2023
Q4 		$726K Buy
11,947
+543
+5% +$30.9K 0.14% 175
2023
Q3 		$653K Buy
11,404
+137
+1% +$9.48K 0.15% 165
2023
Q2 		$836K Buy
11,267
+107
+1% +$8.1K 0.18% 140
2023
Q1 		$860K Sell
11,160
-1,104
-9% -$84.9K 0.19% 131
2022
Q4 		$1.03M Buy
12,264
+4,020
+49% +$325K 0.23% 97
2022
Q3 		$646K Hold
8,244
– – 0.16% 136
2022
Q2 		$639K Sell
8,244
-31
-0.4% -$2.36K 0.16% 140
2022
Q1 		$701K Buy
8,275
+31
+0.4% +$2.48K 0.15% 152
2021
Q4 		$770K Hold
8,244
– – 0.16% 145
2021
Q3 		$647K Hold
8,244
– – 0.15% 137
2021
Q2 		$604K Buy
8,244
+244
+3% +$18.3K 0.14% 139
2021
Q1 		$605K Hold
8,000
– – 0.15% 135
2020
Q4 		$617K Sell
8,000
-660
-8% -$49.4K 0.17% 134
2020
Q3 		$601K Buy
+8,660
New +$598K 0.2% 127
2020
Q2 		– Sell
-9,364
Closed -$563K – 164
2020
Q1 		$563K Buy
9,364
+564
+6% +$35.5K 0.21% 110
2019
Q4 		$532K Hold
8,800
– – 0.11% 144
2019
Q3 		$513K Hold
8,800
– – 0.16% 137
2019
Q2 		$451K Buy
+8,800
New +$433K 0.12% 172

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MidWestOne Financial Group's NEE Position: Q4 2025 in Review

MidWestOne Financial Group reduced its NextEra Energy (NEE) stake by 1.5% in Q4 2025, selling an estimated $21.7K and leaving 16,976 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #125.

MidWestOne Financial Group first reported a position in NEE in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.04M in Q3 2024. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • MidWestOne Financial Group held 16,976 shares of NextEra Energy worth $1.36M as of Q4 2025.
  • MidWestOne Financial Group sold 262 NextEra Energy shares in Q4 2025, an estimated $21.7K.
  • NextEra Energy made up 0.15% of MidWestOne Financial Group's portfolio in Q4 2025, its #125 holding.
  • MidWestOne Financial Group first reported a position in NextEra Energy in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's NextEra Energy position peaked at $2.04M in Q3 2024.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.