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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Providence First Trust's NEE Position: Q1 2026 in Review

Providence First Trust increased its NextEra Energy (NEE) stake by 4.8% in Q1 2026, buying an estimated $32.1K and bringing the position to 7,901 shares worth $734K. The position accounts for 0.26% of the portfolio, ranked #88.

Providence First Trust first reported a position in NEE in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.24M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Providence First Trust held 7,901 shares of NextEra Energy worth $734K as of Q1 2026.
  • Providence First Trust bought 361 NextEra Energy shares in Q1 2026, an estimated $32.1K.
  • NextEra Energy made up 0.26% of Providence First Trust's portfolio in Q1 2026, its #88 holding.
  • Providence First Trust first reported a position in NextEra Energy in Q3 2020 and has held it in 23 quarters since.
  • Providence First Trust's NextEra Energy position peaked at $2.24M in Q4 2021.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Providence First Trust's 13F filing for Q1 2026, filed 5 May 2026.