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Crestwood Advisors Group’s NextEra Energy NEE Stock Holding History

Crestwood Advisors Group’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 		$13M Buy
139,488
+31,492
+29% +$2.8M 0.22% 90
2025
Q4 		$8.67M Sell
107,996
-4,926
-4% -$408K 0.14% 109
2025
Q3 		$8.52M Sell
112,922
-4,283
-4% -$313K 0.14% 112
2025
Q2 		$8.14M Buy
117,205
+1,525
+1% +$106K 0.15% 115
2025
Q1 		$8.2M Buy
115,680
+1,521
+1% +$107K 0.16% 108
2024
Q4 		$8.18M Buy
114,159
+2,959
+3% +$230K 0.15% 105
2024
Q3 		$9.4M Sell
111,200
-826
-0.7% -$64.5K 0.18% 100
2024
Q2 		$7.93M Sell
112,026
-36,537
-25% -$2.59M 0.16% 100
2024
Q1 		$9.49M Buy
148,563
+37,606
+34% +$2.2M 0.21% 88
2023
Q4 		$6.74M Sell
110,957
-13,516
-11% -$770K 0.16% 103
2023
Q3 		$7.13M Buy
124,473
+111,627
+869% +$7.73M 0.19% 95
2023
Q2 		$953K Buy
12,846
+2,570
+25% +$195K 0.03% 142
2023
Q1 		$792K Sell
10,276
-1,939
-16% -$149K 0.03% 158
2022
Q4 		$1.02M Buy
12,215
+593
+5% +$47.9K 0.03% 142
2022
Q3 		$911K Buy
11,622
+1,862
+19% +$158K 0.03% 147
2022
Q2 		$756K Sell
9,760
-985
-9% -$75K 0.03% 165
2022
Q1 		$910K Buy
10,745
+1,455
+16% +$117K 0.03% 159
2021
Q4 		$867K Buy
9,290
+955
+11% +$82.5K 0.02% 173
2021
Q3 		$654K Hold
8,335
– – 0.02% 177
2021
Q2 		$611K Sell
8,335
-45
-0.5% -$3.38K 0.02% 185
2021
Q1 		$634K Buy
8,380
+82
+1% +$6.4K 0.02% 181
2020
Q4 		$640K Buy
8,298
+1,190
+17% +$89K 0.02% 173
2020
Q3 		$493K Buy
7,108
+1,044
+17% +$72.1K 0.02% 169
2020
Q2 		$364K Buy
6,064
+796
+15% +$47.6K 0.01% 188
2020
Q1 		$317K Buy
5,268
+116
+2% +$7.29K 0.02% 180
2019
Q4 		$312K Hold
5,152
– – 0.01% 207
2019
Q3 		$300K Buy
5,152
+1,160
+29% +$62.8K 0.01% 201
2019
Q2 		$204K Buy
+3,992
New +$196K 0.01% 229
2017
Q2 		– Sell
-1,384
Closed -$46K – 336
2017
Q1 		$46K Buy
+1,384
New +$43.5K ﹤0.01% 272

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

Crestwood Advisors Group's NEE Position: Q1 2026 in Review

Crestwood Advisors Group increased its NextEra Energy (NEE) stake by 29% in Q1 2026, buying an estimated $2.8M and bringing the position to 139,488 shares worth $13M. The position accounts for 0.22% of the portfolio, ranked #90.

Crestwood Advisors Group first reported a position in NEE in Q1 2017 and has held it in 29 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Crestwood Advisors Group held 139,488 shares of NextEra Energy worth $13M as of Q1 2026.
  • Crestwood Advisors Group bought 31,492 NextEra Energy shares in Q1 2026, an estimated $2.8M.
  • NextEra Energy made up 0.22% of Crestwood Advisors Group's portfolio in Q1 2026, its #90 holding.
  • Crestwood Advisors Group first reported a position in NextEra Energy in Q1 2017 and has held it in 29 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.