Covenant Partners’s NextEra Energy NEE Stock Holding History

Covenant 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	-9,147	Closed	-$734K	–	84
2025 Q4	$734K	Hold	9,147	–	–	0.21%	50
2025 Q3	$691K	Hold	9,147	–	–	0.2%	54
2025 Q2	$635K	Hold	9,147	–	–	0.19%	59
2025 Q1	$648K	Hold	9,147	–	–	0.21%	55
2024 Q4	$656K	Sell	9,147 -239	-3%	-$18.6K	0.2%	62
2024 Q3	$793K	Buy	9,386 +219	+2%	+$17.1K	0.23%	62
2024 Q2	$649K	Hold	9,167	–	–	0.2%	69
2024 Q1	$586K	Hold	9,167	–	–	0.17%	85
2023 Q4	$557K	Hold	9,167	–	–	0.18%	90
2023 Q3	$525K	Sell	9,167 -2,826	-24%	-$196K	0.19%	91
2023 Q2	$890K	Buy	11,993 +1,653	+16%	+$125K	0.32%	48
2023 Q1	$797K	Buy	10,340 +1,173	+13%	+$90.2K	0.31%	53
2022 Q4	$766K	Hold	9,167	–	–	0.31%	52
2022 Q3	$719K	Hold	9,167	–	–	0.35%	54
2022 Q2	$710K	Hold	9,167	–	–	0.33%	63
2022 Q1	$777K	Sell	9,167 -1,390	-13%	-$111K	0.31%	65
2021 Q4	$986K	Hold	10,557	–	–	0.37%	55
2021 Q3	$829K	Hold	10,557	–	–	0.33%	63
2021 Q2	$774K	Hold	10,557	–	–	0.29%	71
2021 Q1	$798K	Sell	10,557 -2,483	-19%	-$194K	0.32%	65
2020 Q4	$1.01M	Hold	13,040	–	–	0.43%	54
2020 Q3	$905K	Sell	13,040 -2,940	-18%	-$203K	0.44%	49
2020 Q2	$959K	Buy	15,980 +4,728	+42%	+$283K	0.44%	43
2020 Q1	$677K	Sell	11,252 -2,932	-21%	-$184K	0.36%	60
2019 Q4	$859K	Hold	14,184	–	–	0.4%	52
2019 Q3	$826K	Hold	14,184	–	–	0.44%	51
2019 Q2	$726K	Hold	14,184	–	–	0.39%	59
2019 Q1	$686K	Buy	14,184 +40	+0.3%	+$1.83K	0.38%	58
2018 Q4	$615K	Buy	+14,144	New	+$619K	0.29%	28

Other funds holding NEE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Covenant Partners's NEE Position: Q1 2026 in Review

Covenant Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 9,147 shares — an estimated $734K sold.

Covenant Partners first reported a position in NEE in Q4 2018 and held it in 29 quarters. The position peaked at $1.01M in Q4 2020. 3,042 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Covenant Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Covenant Partners sold 9,147 NextEra Energy shares in Q1 2026, an estimated $734K.
Covenant Partners first reported a position in NextEra Energy in Q4 2018 and held it in 29 quarters.
Covenant Partners's NextEra Energy position peaked at $1.01M in Q4 2020.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Covenant Partners's 13F filing for Q1 2026.