Cresset Asset Management
NEE icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cresset Asset Management's NEE Position: Q2 2026 in Review

Cresset Asset Management reduced its NextEra Energy (NEE) stake by 2.5% in Q2 2026, selling an estimated $695K and leaving 296,249 shares worth $26M. The position accounts for 0.09% of the portfolio, ranked #138.

Cresset Asset Management first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $35.2M in Q3 2024. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cresset Asset Management held 296,249 shares of NextEra Energy worth $26M as of Q2 2026.
  • Cresset Asset Management sold 7,680 NextEra Energy shares in Q2 2026, an estimated $695K.
  • NextEra Energy made up 0.09% of Cresset Asset Management's portfolio in Q2 2026, its #138 holding.
  • Cresset Asset Management first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's NextEra Energy position peaked at $35.2M in Q3 2024.
  • 3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.