Crew Capital Management’s NextEra Energy NEE Stock Holding History

Crew Capital 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 Q2	$282K	Hold	3,217	–	–	0.15%	94
2026 Q1	$299K	Sell	3,217 -130	-4%	-$11.6K	0.2%	90
2025 Q4	$269K	Buy	3,347 +125	+4%	+$10.4K	0.17%	95
2025 Q3	$243K	Buy	3,222 +5	+0.2%	+$365	0.16%	104
2025 Q2	$223K	Sell	3,217 -54	-2%	-$3.75K	0.16%	109
2025 Q1	$232K	Buy	3,271 +40	+1%	+$2.82K	0.19%	135
2024 Q4	$232K	Buy	3,231 +14	+0.4%	+$1.09K	0.19%	130
2024 Q3	$272K	Hold	3,217	–	–	0.22%	107
2024 Q2	$228K	Sell	3,217 -16	-0.5%	-$1.14K	0.18%	106
2024 Q1	$207K	Buy	+3,233	New	+$189K	0.17%	114

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Crew Capital Management's NEE Position: Q2 2026 in Review

Crew Capital Management held its NextEra Energy (NEE) position steady in Q2 2026 at 3,217 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #94.

Crew Capital Management first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $299K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Crew Capital Management held 3,217 shares of NextEra Energy worth $282K as of Q2 2026.
Crew Capital Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.15% of Crew Capital Management's portfolio in Q2 2026, its #94 holding.
Crew Capital Management first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Crew Capital Management's NextEra Energy position peaked at $299K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.