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Cresset Asset Management’s NextEra Energy NEE Stock Holding History

Cresset 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
2023
Q3 		– Sell
-40,000
Closed -$2.97M – 1924
2023
Q2 		$2.97M Buy
+40,000
New +$3.03M ﹤0.01% 533

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

Cresset Asset Management's NEE Position: Q1 2026 in Review

Cresset Asset Management reduced its NextEra Energy (NEE) stake by 13% in Q1 2026, selling an estimated $4.21M and leaving 303,929 shares worth $28.2M. The position accounts for 0.12% of the portfolio, ranked #110.

Cresset Asset Management first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $35.2M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Cresset Asset Management held 303,929 shares of NextEra Energy worth $28.2M as of Q1 2026.
  • Cresset Asset Management sold 47,306 NextEra Energy shares in Q1 2026, an estimated $4.21M.
  • NextEra Energy made up 0.12% of Cresset Asset Management's portfolio in Q1 2026, its #110 holding.
  • Cresset Asset Management first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's NextEra Energy position peaked at $35.2M in Q3 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.