Crewe Advisors’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 | $336K | Buy |
3,830
+206
| +6% | +$18.6K | 0.02% | 168 |
|
|
2026
Q1 | $337K | Buy |
3,624
+94
| +3% | +$8.36K | 0.03% | 165 |
|
|
2025
Q4 | $283K | Buy |
3,530
+32
| +0.9% | +$2.65K | 0.03% | 177 |
|
|
2025
Q3 | $264K | Sell |
3,498
-137
| -4% | -$10K | 0.03% | 178 |
|
|
2025
Q2 | $252K | Buy |
3,635
+125
| +4% | +$8.68K | 0.04% | 134 |
|
|
2025
Q1 | $249K | Buy |
3,510
+8
| +0.2% | +$565 | 0.04% | 126 |
|
|
2024
Q4 | $251K | Sell |
3,502
-1,189
| -25% | -$92.4K | 0.03% | 127 |
|
|
2024
Q3 | $397K | Sell |
4,691
-297
| -6% | -$23.2K | 0.05% | 98 |
|
|
2024
Q2 | $353K | Sell |
4,988
-270
| -5% | -$19.2K | 0.04% | 134 |
|
|
2024
Q1 | $336K | Buy |
+5,258
| New | +$308K | 0.04% | 129 |
|
|
2023
Q3 | – | Sell |
-4,158
| Closed | -$309K | – | 809 |
|
|
2023
Q2 | $309K | Sell |
4,158
-1,544
| -27% | -$117K | 0.04% | 107 |
|
|
2023
Q1 | $440K | Sell |
5,702
-391
| -6% | -$30.1K | 0.06% | 92 |
|
|
2022
Q4 | $509K | Sell |
6,093
-1,075
| -15% | -$86.8K | 0.08% | 78 |
|
|
2022
Q3 | $562K | Buy |
7,168
+1,320
| +23% | +$112K | 0.1% | 67 |
|
|
2022
Q2 | $453K | Buy |
5,848
+1,235
| +27% | +$94K | 0.1% | 65 |
|
|
2022
Q1 | $391K | Buy |
4,613
+733
| +19% | +$58.7K | 0.08% | 67 |
|
|
2021
Q4 | $362K | Buy |
3,880
+300
| +8% | +$25.9K | 0.07% | 58 |
|
|
2021
Q3 | $281K | Hold |
3,580
| – | – | 0.07% | 51 |
|
|
2021
Q2 | $262K | Hold |
3,580
| – | – | 0.07% | 53 |
|
|
2021
Q1 | $271K | Hold |
3,580
| – | – | 0.07% | 46 |
|
|
2020
Q4 | $276K | Sell |
3,580
-60
| -2% | -$4.49K | 0.11% | 47 |
|
|
2020
Q3 | $253K | Sell |
3,640
-764
| -17% | -$52.7K | 0.12% | 40 |
|
|
2020
Q2 | $264K | Sell |
4,404
-412
| -9% | -$24.7K | 0.13% | 44 |
|
|
2020
Q1 | $290K | Hold |
4,816
| – | – | 0.17% | 33 |
|
|
2019
Q4 | $292K | Sell |
4,816
-168
| -3% | -$9.81K | 0.13% | 44 |
|
|
2019
Q3 | $290K | Hold |
4,984
| – | – | 0.13% | 41 |
|
|
2019
Q2 | $255K | Sell |
4,984
-412
| -8% | -$20.3K | 0.08% | 75 |
|
|
2019
Q1 | $261K | Hold |
5,396
| – | – | 0.08% | 50 |
|
|
2018
Q4 | $234K | Hold |
5,396
| – | – | 0.07% | 53 |
|
|
2018
Q3 | $226K | Hold |
5,396
| – | – | 0.19% | 50 |
|
|
2018
Q2 | $225K | Sell |
5,396
-244
| -4% | -$9.85K | 0.21% | 50 |
|
|
2018
Q1 | $230K | Hold |
5,640
| – | – | 0.23% | 45 |
|
|
2017
Q4 | $220K | Buy |
+5,640
| New | +$218K | 0.22% | 46 |
|
Other funds holding NEE
Crewe Advisors's NEE Position: Q2 2026 in Review
Crewe Advisors increased its NextEra Energy (NEE) stake by 5.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,830 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #168.
Crewe Advisors first reported a position in NEE in Q4 2017 and has held it in 33 quarters since. The position peaked at $562K in Q3 2022. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Crewe Advisors held 3,830 shares of NextEra Energy worth $336K as of Q2 2026.
- Crewe Advisors bought 206 NextEra Energy shares in Q2 2026, an estimated $18.6K.
- NextEra Energy made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #168 holding.
- Crewe Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's NextEra Energy position peaked at $562K in Q3 2022.
- 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.