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Crewe Advisors’s NextEra Energy NEE Stock Holding History

Crewe Advisors’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 		$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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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. 1,279 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.
  • 1,279 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.