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Cromwell Holdings’s NextEra Energy NEE Stock Holding History

Cromwell Holdings’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 		$513K Buy
5,847
+20
+0.3% +$1.81K 0.23% 76
2026
Q1 		$541K Buy
5,827
+978
+20% +$86.9K 0.3% 61
2025
Q4 		$389K Hold
4,849
– – 0.21% 91
2025
Q3 		$366K Sell
4,849
-146
-3% -$10.7K 0.2% 97
2025
Q2 		$347K Buy
4,995
+3,719
+291% +$258K 0.21% 94
2025
Q1 		$90.5K Sell
1,276
-3,958
-76% -$279K 0.06% 308
2024
Q4 		$375K Buy
5,234
+211
+4% +$16.4K 0.22% 86
2024
Q3 		$425K Buy
+5,023
New +$392K 0.27% 71

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's NEE Position: Q2 2026 in Review

Cromwell Holdings increased its NextEra Energy (NEE) stake by 0.34% in Q2 2026, buying an estimated $1.81K and bringing the position to 5,847 shares worth $513K. The position accounts for 0.23% of the portfolio, ranked #76.

Cromwell Holdings first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $541K in Q1 2026. 715 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Cromwell Holdings held 5,847 shares of NextEra Energy worth $513K as of Q2 2026.
  • Cromwell Holdings bought 20 NextEra Energy shares in Q2 2026, an estimated $1.81K.
  • NextEra Energy made up 0.23% of Cromwell Holdings's portfolio in Q2 2026, its #76 holding.
  • Cromwell Holdings first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
  • Cromwell Holdings's NextEra Energy position peaked at $541K in Q1 2026.
  • 715 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.