New Covenant Trust Company, N.A.
BankPosition in NEE — Nextera Energy Inc
CIK 2023097
JEFFERSONVILLE, IN
Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$624,746
+$28,364 QoQ
Shares Held
7,118
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,886
of 3,000 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026New Covenant Trust Company, N.A. holds $946,618 across 2 Utilities - Regulated Electric names. NEE ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
7,118 | $624,746 | |
| 2 | SO |
Southern Co
|
3,363 | $321,872 |
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,746 | 7,118 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $596,382 | 6,421 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $437,766 | 5,453 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $389,301 | 5,157 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $336,617 | 4,849 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $342,824 | 4,836 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $359,812 | 5,019 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $427,890 | 5,062 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $324,309 | 4,580 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $293,858 | 4,598 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||