Everence Capital Management’s NextEra Energy NEE Stock Holding History

Everence Capital Management’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	$4.49M	Hold	48,316	–	–	0.27%	62
2025 Q4	$3.88M	Buy	48,316 +3,244	+7%	+$269K	0.23%	74
2025 Q3	$3.4M	Sell	45,072 -488	-1%	-$35.7K	0.2%	89
2025 Q2	$3.16M	Sell	45,560 -15,440	-25%	-$1.07M	0.2%	91
2025 Q1	$4.32M	Buy	61,000 +4,880	+9%	+$344K	0.29%	58
2024 Q4	$4.02M	Sell	56,120 -8,100	-13%	-$629K	0.26%	58
2024 Q3	$5.43M	Sell	64,220 -9,770	-13%	-$762K	0.34%	45
2024 Q2	$4.96K	Buy	73,990 +6,390	+9%	+$453K	0.34%	49
2024 Q1	$4.32K	Sell	67,600 -1,904	-3%	-$112K	0.29%	64
2023 Q4	$4.22M	Buy	69,504 +2,110	+3%	+$120K	0.3%	62
2023 Q3	$3.86K	Buy	67,394 +4,930	+8%	+$341K	0.3%	60
2023 Q2	$4.59M	Hold	62,464	–	–	0.37%	41
2023 Q1	$4.82K	Buy	62,464 +3,690	+6%	+$284K	0.39%	42
2022 Q4	$4.91K	Buy	58,774 +600	+1%	+$48.5K	0.42%	41
2022 Q3	$4.56M	Hold	58,174	–	–	0.42%	43
2022 Q2	$4.51M	Hold	58,174	–	–	0.4%	49
2022 Q1	$4.93M	Buy	58,174 +4,760	+9%	+$381K	0.38%	51
2021 Q4	$4.99M	Buy	53,414 +4,680	+10%	+$404K	0.37%	49
2021 Q3	$3.83M	Hold	48,734	–	–	0.31%	55
2021 Q2	$3.57M	Buy	48,734 +5,060	+12%	+$380K	0.29%	63
2021 Q1	$3.3M	Hold	43,674	–	–	0.3%	58
2020 Q4	$3.37M	Sell	43,674 -21,010	-32%	-$1.57M	0.33%	50
2020 Q3	$4.49M	Buy	64,684 +5,440	+9%	+$376K	0.49%	36
2020 Q2	$3.79M	Buy	59,244 +4,680	+9%	+$280K	0.45%	37
2020 Q1	$3.28M	Hold	54,564	–	–	0.46%	36
2019 Q4	$3.3M	Sell	54,564 -6,448	-11%	-$376K	0.49%	40
2019 Q3	$3.55M	Hold	61,012	–	–	0.58%	33
2019 Q2	$3.13M	Hold	61,012	–	–	0.52%	37
2019 Q1	$2.95M	Buy	61,012 +11,872	+24%	+$543K	0.52%	39
2018 Q4	$2.13M	Hold	49,140	–	–	0.5%	49
2018 Q3	$2.06M	Hold	49,140	–	–	0.41%	61
2018 Q2	$2.05M	Hold	49,140	–	–	0.43%	58
2018 Q1	$2.01M	Hold	49,140	–	–	0.44%	57
2017 Q4	$1.92M	Hold	49,140	–	–	0.42%	58
2017 Q3	$1.8M	Hold	49,140	–	–	0.41%	64
2017 Q2	$1.72M	Hold	49,140	–	–	0.42%	61
2017 Q1	$1.58M	Hold	49,140	–	–	0.41%	66
2016 Q4	$1.47M	Sell	49,140 -12,280	-20%	-$367K	0.42%	66
2016 Q3	$1.88M	Hold	61,420	–	–	0.56%	47
2016 Q2	$2M	Sell	61,420 -6,080	-9%	-$183K	0.61%	43
2016 Q1	$2M	Hold	67,500	–	–	0.62%	44
2015 Q4	$1.75M	Hold	67,500	–	–	0.57%	45
2015 Q3	$1.65M	Hold	67,500	–	–	0.57%	46
2015 Q2	$1.65M	Hold	67,500	–	–	0.54%	48
2015 Q1	$1.75M	Hold	67,500	–	–	0.59%	45
2014 Q4	$1.79M	Buy	67,500 +26,160	+63%	+$661K	0.61%	44
2014 Q3	$1.02M	Hold	41,340	–	–	0.37%	82
2014 Q2	$1.06M	Hold	41,340	–	–	0.39%	74
2014 Q1	$988K	Hold	41,340	–	–	0.39%	76
2013 Q4	$885K	Buy	41,340 +4,960	+14%	+$105K	0.36%	87
2013 Q3	$729K	Hold	36,380	–	–	0.31%	100
2013 Q2	$741K	Buy	+36,380	New	+$722K	0.34%	97

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everence Capital Management's NEE Position: Q1 2026 in Review

Everence Capital Management held its NextEra Energy (NEE) position steady in Q1 2026 at 48,316 shares worth $4.49M. The position accounts for 0.27% of the portfolio, ranked #62.

Everence Capital Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.43M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Everence Capital Management held 48,316 shares of NextEra Energy worth $4.49M as of Q1 2026.
Everence Capital Management left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.27% of Everence Capital Management's portfolio in Q1 2026, its #62 holding.
Everence Capital Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's NextEra Energy position peaked at $5.43M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.