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

Northwest 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
2024 Q4	$875K	Sell	11,120 -7	-0.1%	-$544	0.65%	39
2024 Q3	$940K	Sell	11,127 -124	-1%	-$9.68K	0.72%	36
2024 Q2	$797K	Sell	11,251 -420	-4%	-$29.8K	0.67%	40
2024 Q1	$782K	Sell	11,671 -195	-2%	-$11.4K	0.72%	38
2023 Q4	$721K	Buy	+11,866	New	+$676K	0.65%	46
2023 Q2	$869K	Buy	+11,706	New	+$886K	0.84%	34

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwest Bank & Trust's NEE Position: Q4 2024 in Review

Northwest Bank & Trust reduced its NextEra Energy (NEE) stake by 0.06% in Q4 2024, selling an estimated $544 and leaving 11,120 shares worth $875K. The position accounts for 0.65% of the portfolio, ranked #39.

Northwest Bank & Trust first reported a position in NEE in Q2 2023 and has held it in 6 quarters since. The position peaked at $940K in Q3 2024. 2,773 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Northwest Bank & Trust held 11,120 shares of NextEra Energy worth $875K as of Q4 2024.
Northwest Bank & Trust sold 7 NextEra Energy shares in Q4 2024, an estimated $544.
NextEra Energy made up 0.65% of Northwest Bank & Trust's portfolio in Q4 2024, its #39 holding.
Northwest Bank & Trust first reported a position in NextEra Energy in Q2 2023 and has held it in 6 quarters since.
Northwest Bank & Trust's NextEra Energy position peaked at $940K in Q3 2024.
2,773 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.