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
2026 Q1	–	Sell	-200	Closed	-$16.1K	–	1739
2025 Q4	$16.1K	Hold	200	–	–	﹤0.01%	1650
2025 Q3	$15.1K	Hold	200	–	–	﹤0.01%	1564
2025 Q2	$13.9K	Buy	+200	New	+$13.9K	﹤0.01%	1423
2025 Q1	–	Hold	0	–	-$14.3K	–	1812
2024 Q4	–	Sell	-200	Closed	-$15.5K	–	1725
2024 Q3	$16.9K	Hold	200	–	–	﹤0.01%	2144
2024 Q2	$14.2K	Buy	+200	New	+$14.2K	﹤0.01%	2072

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

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. 3,028 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.
3,028 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.