Crews Bank & Trust’s NextEra Energy NEE Stock Holding History

Crews Bank & Trust’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	$1.39M	Buy	15,836 +333	+2%	+$30.1K	0.18%	73
2026 Q1	$1.44M	Hold	15,503	–	–	0.21%	73
2025 Q4	$1.24M	Sell	15,503 -6,940	-31%	-$575K	0.18%	79
2025 Q3	$1.69M	Buy	22,443 +334	+2%	+$24.4K	0.25%	63
2025 Q2	$1.53M	Hold	22,109	–	–	0.24%	70
2025 Q1	$1.57M	Sell	22,109 -50	-0.2%	-$3.53K	0.27%	64
2024 Q4	$1.59M	Buy	+22,159	New	+$1.72M	0.27%	61

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

Crews Bank & Trust's NEE Position: Q2 2026 in Review

Crews Bank & Trust increased its NextEra Energy (NEE) stake by 2.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 15,836 shares worth $1.39M. The position accounts for 0.18% of the portfolio, ranked #73.

Crews Bank & Trust first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Crews Bank & Trust held 15,836 shares of NextEra Energy worth $1.39M as of Q2 2026.
Crews Bank & Trust bought 333 NextEra Energy shares in Q2 2026, an estimated $30.1K.
NextEra Energy made up 0.18% of Crews Bank & Trust's portfolio in Q2 2026, its #73 holding.
Crews Bank & Trust first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's NextEra Energy position peaked at $1.69M in Q3 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.