Crestwood Advisors Group’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
Q2 | $16.1M | Buy |
183,905
+44,417
| +32% | +$4.02M | 0.24% | 79 |
|
|
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
Crestwood Advisors Group's NEE Position: Q2 2026 in Review
Crestwood Advisors Group increased its NextEra Energy (NEE) stake by 32% in Q2 2026, buying an estimated $4.02M and bringing the position to 183,905 shares worth $16.1M. The position accounts for 0.24% of the portfolio, ranked #79.
Crestwood Advisors Group first reported a position in NEE in Q1 2017 and has held it in 30 quarters since. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Crestwood Advisors Group held 183,905 shares of NextEra Energy worth $16.1M as of Q2 2026.
- Crestwood Advisors Group bought 44,417 NextEra Energy shares in Q2 2026, an estimated $4.02M.
- NextEra Energy made up 0.24% of Crestwood Advisors Group's portfolio in Q2 2026, its #79 holding.
- Crestwood Advisors Group first reported a position in NextEra Energy in Q1 2017 and has held it in 30 quarters since.
- 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.