Convergence Financial’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
Other funds holding NEE
Convergence Financial's NEE Position: Q2 2026 in Review
Convergence Financial reduced its NextEra Energy (NEE) stake by 6% in Q2 2026, selling an estimated $61.1K and leaving 10,665 shares worth $936K. The position accounts for 0.07% of the portfolio, ranked #131.
Convergence Financial first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Convergence Financial held 10,665 shares of NextEra Energy worth $936K as of Q2 2026.
- Convergence Financial sold 675 NextEra Energy shares in Q2 2026, an estimated $61.1K.
- NextEra Energy made up 0.07% of Convergence Financial's portfolio in Q2 2026, its #131 holding.
- Convergence Financial first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
- Convergence Financial's NextEra Energy position peaked at $1.05M in Q1 2026.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.