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Convergence Investment Partners’s NextEra Energy NEE Stock Holding History

Convergence Investment Partners’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
2026
Q1 		– Sell
-7,779
Closed -$624K – 271
2025
Q4 		$624K Buy
+7,779
New +$644K 0.12% 196
2024
Q4 		– Sell
-13,073
Closed -$1.11M – 278
2024
Q3 		$1.11M Sell
13,073
-119
-0.9% -$9.29K 0.3% 112
2024
Q2 		$934K Buy
+13,192
New +$936K 0.27% 117
2023
Q3 		– Sell
-5,057
Closed -$375K – 185
2023
Q2 		$375K Buy
5,057
+2,357
+87% +$178K 0.22% 104
2023
Q1 		$208K Sell
2,700
-57
-2% -$4.38K 0.12% 165
2022
Q4 		$230K Buy
2,757
+59
+2% +$4.77K 0.14% 157
2022
Q3 		$212K Sell
2,698
-695
-20% -$59K 0.14% 148
2022
Q2 		$263K Sell
3,393
-4
-0.1% -$305 0.16% 134
2022
Q1 		$288K Sell
3,397
-42
-1% -$3.37K 0.15% 142
2021
Q4 		$321K Sell
3,439
-180
-5% -$15.6K 0.16% 134
2021
Q3 		$284K Sell
3,619
-156
-4% -$12.6K 0.15% 145
2021
Q2 		$277K Sell
3,775
-147
-4% -$11K 0.12% 179
2021
Q1 		$297K Sell
3,922
-81
-2% -$6.32K 0.14% 155
2020
Q4 		$309K Buy
4,003
+83
+2% +$6.21K 0.16% 138
2020
Q3 		$272K Sell
3,920
-14,996
-79% -$1.04M 0.09% 215
2020
Q2 		$1.14M Buy
18,916
+2,932
+18% +$175K 0.39% 83
2020
Q1 		$962K Sell
15,984
-29,636
-65% -$1.86M 0.42% 77
2019
Q4 		$2.76M Buy
45,620
+16,752
+58% +$978K 0.79% 36
2019
Q3 		$1.68M Buy
28,868
+24,620
+580% +$1.33M 0.47% 58
2019
Q2 		$217K Buy
4,248
+88
+2% +$4.33K 0.05% 234
2019
Q1 		$201K Buy
+4,160
New +$190K 0.04% 274
2018
Q2 		– Sell
-3,272
Closed -$134K – 681
2018
Q1 		$134K Buy
+3,272
New +$126K 0.02% 315

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Convergence Investment Partners's NEE Position: Q1 2026 in Review

Convergence Investment Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 7,779 shares — an estimated $624K sold.

Convergence Investment Partners first reported a position in NEE in Q1 2018 and held it in 22 quarters. The position peaked at $2.76M in Q4 2019. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Convergence Investment Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 7,779 NextEra Energy shares in Q1 2026, an estimated $624K.
  • Convergence Investment Partners first reported a position in NextEra Energy in Q1 2018 and held it in 22 quarters.
  • Convergence Investment Partners's NextEra Energy position peaked at $2.76M in Q4 2019.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.