Providence First Trust’s NextEra Energy NEE Stock Holding History

Providence First Trust’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	$1.2M	Buy	13,629 +5,728	+72%	+$518K	0.33%	86
2026 Q1	$734K	Buy	7,901 +361	+5%	+$32.1K	0.26%	88
2025 Q4	$605K	Sell	7,540 -8,330	-52%	-$690K	0.21%	103
2025 Q3	$1.2M	Sell	15,870 -17	-0.1%	-$1.24K	0.42%	64
2025 Q2	$1.1M	Buy	15,887 +56	+0.4%	+$3.89K	0.39%	69
2025 Q1	$1.12M	Sell	15,831 -240	-1%	-$16.9K	0.46%	62
2024 Q4	$1.15M	Sell	16,071 -160	-1%	-$12.4K	0.43%	59
2024 Q3	$1.37M	Sell	16,231 -374	-2%	-$29.2K	0.58%	45
2024 Q2	$1.18M	Hold	16,605	–	–	0.53%	50
2024 Q1	$1.06M	Sell	16,605 -98	-0.6%	-$5.74K	0.46%	57
2023 Q4	$1.01M	Sell	16,703 -80	-0.5%	-$4.56K	0.5%	55
2023 Q3	$961K	Sell	16,783 -1,828	-10%	-$127K	0.54%	54
2023 Q2	$1.38M	Sell	18,611 -3,777	-17%	-$286K	0.76%	43
2023 Q1	$1.73M	Hold	22,388	–	–	0.99%	40
2022 Q4	$1.87M	Sell	22,388 -88	-0.4%	-$7.11K	1.1%	35
2022 Q3	$1.76M	Sell	22,476 -1,496	-6%	-$127K	1.07%	37
2022 Q2	$1.86M	Hold	23,972	–	–	1.04%	36
2022 Q1	$2.03M	Hold	23,972	–	–	0.97%	39
2021 Q4	$2.24M	Hold	23,972	–	–	1.01%	38
2021 Q3	$1.88M	Hold	23,972	–	–	0.89%	46
2021 Q2	$1.76M	Sell	23,972 -500	-2%	-$37.5K	0.83%	49
2021 Q1	$1.85M	Sell	24,472 -140	-0.6%	-$10.9K	0.91%	46
2020 Q4	$1.9M	Buy	24,612 +13,100	+114%	+$980K	0.96%	44
2020 Q3	$799K	Buy	+11,512	New	+$795K	0.78%	48

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Providence First Trust's NEE Position: Q2 2026 in Review

Providence First Trust increased its NextEra Energy (NEE) stake by 72% in Q2 2026, buying an estimated $518K and bringing the position to 13,629 shares worth $1.2M. The position accounts for 0.33% of the portfolio, ranked #86.

Providence First Trust first reported a position in NEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.24M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Providence First Trust held 13,629 shares of NextEra Energy worth $1.2M as of Q2 2026.
Providence First Trust bought 5,728 NextEra Energy shares in Q2 2026, an estimated $518K.
NextEra Energy made up 0.33% of Providence First Trust's portfolio in Q2 2026, its #86 holding.
Providence First Trust first reported a position in NextEra Energy in Q3 2020 and has held it in 24 quarters since.
Providence First Trust's NextEra Energy position peaked at $2.24M in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Providence First Trust's 13F filing for Q2 2026, filed 27 Jul 2026.