NCTC
NEE icon

New Covenant Trust Company’s NextEra Energy NEE Stock Holding History

New Covenant Trust Company’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
Q3 		$618K Buy
8,156
+1,038
+15% +$87.8K 0.43% 41
2026
Q2 		$625K Buy
7,118
+697
+11% +$63K 0.47% 39
2026
Q1 		$596K Buy
6,421
+968
+18% +$86.1K 0.53% 31
2025
Q4 		$441K Buy
5,453
+296
+6% +$24.5K 0.4% 38
2025
Q3 		$389K Buy
5,157
+308
+6% +$22.5K 0.36% 42
2025
Q2 		$344K Buy
4,849
+13
+0.3% +$903 0.31% 49
2025
Q1 		$341K Sell
4,836
-183
-4% -$12.9K 0.36% 49
2024
Q4 		$360K Sell
5,019
-43
-0.8% -$3.34K 0.36% 42
2024
Q3 		$428K Buy
5,062
+482
+11% +$37.6K 0.41% 40
2024
Q2 		$330K Sell
4,580
-18
-0.4% -$1.28K 0.38% 42
2024
Q1 		$294K Buy
+4,598
New +$269K 0.29% 50

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

New Covenant Trust Company's NEE Position: Q3 2026 in Review

New Covenant Trust Company increased its NextEra Energy (NEE) stake by 15% in Q3 2026, buying an estimated $87.8K and bringing the position to 8,156 shares worth $618K. The position accounts for 0.43% of the portfolio, ranked #41.

New Covenant Trust Company first reported a position in NEE in Q1 2024 and has held it in 11 quarters since. The position peaked at $625K in Q2 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • New Covenant Trust Company held 8,156 shares of NextEra Energy worth $618K as of Q3 2026.
  • New Covenant Trust Company bought 1,038 NextEra Energy shares in Q3 2026, an estimated $87.8K.
  • NextEra Energy made up 0.43% of New Covenant Trust Company's portfolio in Q3 2026, its #41 holding.
  • New Covenant Trust Company first reported a position in NextEra Energy in Q1 2024 and has held it in 11 quarters since.
  • New Covenant Trust Company's NextEra Energy position peaked at $625K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.