Crestline Management’s NextEra Energy NEE Stock Holding History

Crestline 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 Q1	–	Sell	-53,307	Closed	-$3.82M	–	420
2024 Q4	$3.82M	Sell	53,307 -31,190	-37%	-$2.42M	0.13%	181
2024 Q3	$7.14M	Sell	84,497 -25,563	-23%	-$1.99M	0.37%	75
2024 Q2	$7.79M	Buy	110,060 +50,560	+85%	+$3.59M	0.61%	51
2024 Q1	$3.8M	Buy	+59,500	New	+$3.49M	0.34%	97
2023 Q3	–	Sell	-70,755	Closed	-$5.25M	–	168
2023 Q2	$5.25M	Buy	70,755 +5,755	+9%	+$436K	0.55%	56
2023 Q1	$5.01M	Buy	+65,000	New	+$5M	0.6%	57
2022 Q1	–	Sell	-41,000	Closed	-$3.83M	–	306
2021 Q4	$3.83M	Buy	+41,000	New	+$3.54M	0.29%	69
2021 Q1	–	Sell	-450,000	Closed	-$34.7M	–	129
2020 Q4	$34.7M	Buy	+450,000	New	+$33.7M	3.68%	7

Other funds holding NEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crestline Management's NEE Position: Q1 2025 in Review

Crestline Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 53,307 shares — an estimated $3.82M sold.

Crestline Management first reported a position in NEE in Q4 2020 and held it in 8 quarters. The position peaked at $34.7M in Q4 2020. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Crestline Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Crestline Management sold 53,307 NextEra Energy shares in Q1 2025, an estimated $3.82M.
Crestline Management first reported a position in NextEra Energy in Q4 2020 and held it in 8 quarters.
Crestline Management's NextEra Energy position peaked at $34.7M in Q4 2020.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.