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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

New Covenant Trust Company's NEE Position: Q2 2026 in Review

New Covenant Trust Company increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $63K and bringing the position to 7,118 shares worth $625K. The position accounts for 0.47% of the portfolio, ranked #39.

New Covenant Trust Company first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

New Covenant Trust Company held 7,118 shares of NextEra Energy worth $625K as of Q2 2026.
New Covenant Trust Company bought 697 NextEra Energy shares in Q2 2026, an estimated $63K.
NextEra Energy made up 0.47% of New Covenant Trust Company's portfolio in Q2 2026, its #39 holding.
New Covenant Trust Company first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.