Hickory Point Bank & Trust NEE — NEXTERA ENERGY INC

Ownership history in Hickory Point Bank & Trust  ·  5 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported NEXTERA ENERGY INC (NEE) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.18% in 2026 Q1. The latest visible filing shows NEE at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in NEXTERA ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

NEE was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hickory Point Bank & Trust held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,013 — 0% 0.14% $228K 2026-10-01 $76.35
2026 Q2 UNCHANGED — — — 3,013 — 0% 0.16% $264K 2026-07-17 $88.14
2026 Q1 ADDED — — — 3,013 +300 +11.1% 0.18% $280K 2026-04-03 $91.78
2025 Q4 UNCHANGED — — — 2,713 — 0% 0.16% $218K 2026-01-12 $79.39
2025 Q3 INITIATED — — — 2,713 — — 0.15% $205K 2025-10-06 $79.82

FAQ About Hickory Point Bank & Trust and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning NEE?

Hickory Point Bank & Trust reported NEE across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported NEE position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for NEE was 0.18% in 2026 Q1.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 3,013 shares, equal to 0.14% of portfolio, with an estimated market value of $228K.

What does the chart on this NEE ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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