Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,240,364
-$9,428 QoQ
Shares Held
14,132
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,483
of 3,000 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Heartland Bank & Trust Co holds $5,515,167 across 8 Utilities - Regulated Electric names. NEE ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
14,132 | $1,240,364 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,592 | $886,516 | |
| 3 | SO |
Southern Co
|
8,704 | $833,058 | |
| 4 | EVRG |
Evergy, Inc.
|
8,593 | $742,692 | |
| 5 | AEE |
Ameren Corp
|
6,187 | $699,378 | |
| 6 | PPL |
PPL Corp
|
15,078 | $548,085 | |
| 7 | XEL |
Xcel Energy Inc
|
3,579 | $287,393 | |
| 8 | ED |
Consolidated Edison Inc
|
2,510 | $277,681 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240,364 | 14,132 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,249,792 | 13,456 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $401,721 | 5,004 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $380,620 | 5,042 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $352,445 | 5,077 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $260,808 | 3,638 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $281,400 | 3,329 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $242,170 | 3,420 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $211,478 | 3,309 | Shares | Sole | 2024-05-17 | |
| 2023-09-30 | $216,670 | 3,782 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $276,617 | 3,728 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $309,167 | 4,011 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $356,554 | 4,265 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $904,380 | 11,534 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $921,851 | 11,901 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,013,893 | 11,969 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $472,214 | 5,058 | Shares | Sole | 2022-02-04 | |
| 2021-03-31 | $698,636 | 9,240 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $1,210,252 | 15,687 | Shares | Sole | 2021-06-15 | |
| No filing history on record for this holder in this stock. | ||||||