Creekmur Asset Management’s NextEra Energy NEE Stock Holding History

Creekmur Asset Management’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
2025 Q3	$67K	Sell	888 -270	-23%	-$19.7K	0.01%	309
2025 Q2	$80.4K	Buy	1,158 +345	+42%	+$24K	0.01%	289
2025 Q1	$57.7K	Sell	813 -52	-6%	-$3.67K	0.01%	296
2024 Q4	$62K	Buy	865 +2	+0.2%	+$155	0.01%	202
2024 Q3	$73K	Buy	863 +1	+0.1%	+$78	0.02%	180
2024 Q2	$61K	Sell	862 -36	-4%	-$2.55K	0.02%	235
2024 Q1	$57.4K	Sell	898 -4,646	-84%	-$272K	0.02%	233
2023 Q4	$337K	Buy	+5,544	New	+$316K	0.1%	97

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creekmur Asset Management's NEE Position: Q3 2025 in Review

Creekmur Asset Management reduced its NextEra Energy (NEE) stake by 23% in Q3 2025, selling an estimated $19.7K and leaving 888 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #309.

Creekmur Asset Management first reported a position in NEE in Q4 2023 and has held it in 8 quarters since. The position peaked at $337K in Q4 2023. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Creekmur Asset Management held 888 shares of NextEra Energy worth $67K as of Q3 2025.
Creekmur Asset Management sold 270 NextEra Energy shares in Q3 2025, an estimated $19.7K.
NextEra Energy made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #309 holding.
Creekmur Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's NextEra Energy position peaked at $337K in Q4 2023.
2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.