Cresset Asset Management’s NextEra Energy NEE Stock Holding History

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

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. 3,052 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.
  • 3,052 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.