Crawford Investment Counsel’s NextEra Energy NEE Stock Holding History

Crawford Investment Counsel’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	$1.7M	Sell	18,291 -1,152	-6%	-$102K	0.03%	191
2025 Q4	$1.56M	Sell	19,443 -243	-1%	-$20.1K	0.03%	199
2025 Q3	$1.49M	Buy	19,686 +513	+3%	+$37.5K	0.02%	197
2025 Q2	$1.33M	Sell	19,173 -262	-1%	-$18.2K	0.02%	199
2025 Q1	$1.38M	Sell	19,435 -82,373	-81%	-$5.81M	0.02%	202
2024 Q4	$7.3M	Sell	101,808 -120,955	-54%	-$9.4M	0.13%	125
2024 Q3	$18.8M	Buy	222,763 +3,781	+2%	+$295K	0.32%	77
2024 Q2	$15.5M	Buy	218,982 +19,340	+10%	+$1.37M	0.3%	76
2024 Q1	$12.8M	Buy	199,642 +13,425	+7%	+$786K	0.24%	81
2023 Q4	$11.3M	Sell	186,217 -17,401	-9%	-$992K	0.23%	80
2023 Q3	$11.7M	Buy	203,618 +3,390	+2%	+$235K	0.25%	77
2023 Q2	$14.9M	Buy	200,228 +24,508	+14%	+$1.86M	0.3%	75
2023 Q1	$13.5M	Buy	175,720 +42,210	+32%	+$3.25M	0.29%	76
2022 Q4	$11.2M	Buy	133,510 +10,675	+9%	+$862K	0.24%	79
2022 Q3	$9.63M	Buy	122,835 +100,227	+443%	+$8.5M	0.23%	82
2022 Q2	$1.75M	Sell	22,608 -120	-0.5%	-$9.14K	0.04%	171
2022 Q1	$1.93M	Buy	22,728 +3,589	+19%	+$288K	0.04%	176
2021 Q4	$1.79M	Sell	19,139 -242	-1%	-$20.9K	0.03%	179
2021 Q3	$1.52M	Sell	19,381 -3,918	-17%	-$316K	0.03%	181
2021 Q2	$1.71M	Buy	23,299 +303	+1%	+$22.7K	0.03%	178
2021 Q1	$1.74M	Buy	22,996 +280	+1%	+$21.9K	0.04%	171
2020 Q4	$1.75M	Hold	22,716	–	–	0.04%	162
2020 Q3	$1.58M	Sell	22,716 -860	-4%	-$59.4K	0.04%	162
2020 Q2	$1.42M	Buy	23,576 +20	+0.1%	+$1.2K	0.04%	161
2020 Q1	$1.42M	Sell	23,556 -840	-3%	-$52.8K	0.05%	155
2019 Q4	$1.48M	Buy	24,396 +664	+3%	+$38.8K	0.04%	169
2019 Q3	$1.38M	Sell	23,732 -1,312	-5%	-$71K	0.04%	168
2019 Q2	$1.28M	Sell	25,044 -2,392	-9%	-$118K	0.04%	169
2019 Q1	$1.33M	Hold	27,436	–	–	0.04%	163
2018 Q4	$1.19M	Sell	27,436 -248	-0.9%	-$10.8K	0.04%	156
2018 Q3	$1.16M	Sell	27,684 -1,000	-3%	-$42.6K	0.04%	162
2018 Q2	$1.2M	Buy	28,684 +48	+0.2%	+$1.94K	0.04%	156
2018 Q1	$1.17M	Sell	28,636 -400	-1%	-$15.4K	0.04%	157
2017 Q4	$1.13M	Buy	29,036 +1,272	+5%	+$49.1K	0.04%	158
2017 Q3	$1.02M	Buy	27,764 +2,400	+9%	+$87.9K	0.03%	163
2017 Q2	$889K	Hold	25,364	–	–	0.03%	164
2017 Q1	$814K	Sell	25,364 -1,456	-5%	-$45.8K	0.03%	168
2016 Q4	$801K	Sell	26,820 -1,284	-5%	-$38.4K	0.03%	175
2016 Q3	$859K	Sell	28,104 -1,388	-5%	-$43.7K	0.03%	172
2016 Q2	$961K	Buy	29,492 +2,064	+8%	+$62K	0.04%	166
2016 Q1	$811K	Sell	27,428 -1,212	-4%	-$34K	0.03%	171
2015 Q4	$744K	Sell	28,640 -4,168	-13%	-$105K	0.03%	167
2015 Q3	$800K	Buy	32,808 +4,364	+15%	+$111K	0.03%	159
2015 Q2	$697K	Hold	28,444	–	–	0.03%	170
2015 Q1	$740K	Buy	28,444 +1,316	+5%	+$34.7K	0.03%	166
2014 Q4	$721K	Buy	27,128 +28	+0.1%	+$707	0.03%	162
2014 Q3	$636K	Sell	27,100 -920	-3%	-$22.2K	0.02%	173
2014 Q2	$718K	Sell	28,020 -1,084	-4%	-$26.4K	0.03%	158
2014 Q1	$696K	Sell	29,104 -2,716	-9%	-$61.5K	0.03%	155
2013 Q4	$681K	Sell	31,820 -800	-2%	-$16.9K	0.03%	155
2013 Q3	$654K	Sell	32,620 -520	-2%	-$10.7K	0.03%	136
2013 Q2	$675K	Buy	+33,140	New	+$658K	0.03%	114

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Crawford Investment Counsel's NEE Position: Q1 2026 in Review

Crawford Investment Counsel reduced its NextEra Energy (NEE) stake by 5.9% in Q1 2026, selling an estimated $102K and leaving 18,291 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #191.

Crawford Investment Counsel first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.8M in Q3 2024. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Crawford Investment Counsel held 18,291 shares of NextEra Energy worth $1.7M as of Q1 2026.
Crawford Investment Counsel sold 1,152 NextEra Energy shares in Q1 2026, an estimated $102K.
NextEra Energy made up 0.03% of Crawford Investment Counsel's portfolio in Q1 2026, its #191 holding.
Crawford Investment Counsel first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
Crawford Investment Counsel's NextEra Energy position peaked at $18.8M in Q3 2024.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.