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Crossmark Global Holdings’s NextEra Energy NEE Stock Holding History

Crossmark Global 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 		$10.5M Buy
120,103
+315
+0.3% +$28.5K 0.14% 158
2026
Q1 		$11.1M Sell
119,788
-4,720
-4% -$420K 0.16% 145
2025
Q4 		$10M Buy
124,508
+16,969
+16% +$1.41M 0.14% 158
2025
Q3 		$8.12M Buy
107,539
+2,687
+3% +$196K 0.12% 189
2025
Q2 		$7.28M Sell
104,852
-11,823
-10% -$821K 0.12% 201
2025
Q1 		$8.27M Sell
116,675
-12,114
-9% -$855K 0.15% 171
2024
Q4 		$9.23M Buy
128,789
+16,942
+15% +$1.32M 0.17% 149
2024
Q3 		$9.45M Sell
111,847
-3,396
-3% -$265K 0.17% 153
2024
Q2 		$8.16M Buy
115,243
+1,632
+1% +$116K 0.16% 149
2024
Q1 		$7.26M Sell
113,611
-272
-0.2% -$15.9K 0.14% 173
2023
Q4 		$6.92M Sell
113,883
-4,472
-4% -$255K 0.14% 170
2023
Q3 		$6.11M Buy
118,355
+158
+0.1% +$10.9K 0.14% 183
2023
Q2 		$8.61M Buy
118,197
+1,920
+2% +$145K 0.19% 146
2023
Q1 		$8.96M Sell
116,277
-3,572
-3% -$275K 0.21% 128
2022
Q4 		$10M Sell
119,849
-92,165
-43% -$7.45M 0.25% 113
2022
Q3 		$16.6M Sell
212,014
-8,900
-4% -$755K 0.46% 41
2022
Q2 		$17.1M Buy
220,914
+4,405
+2% +$335K 0.44% 44
2022
Q1 		$18.3M Buy
216,509
+1,520
+0.7% +$122K 0.41% 45
2021
Q4 		$20.1M Sell
214,989
-9,788
-4% -$846K 0.44% 42
2021
Q3 		$17.6M Sell
224,777
-2,680
-1% -$216K 0.41% 46
2021
Q2 		$16.7M Buy
227,457
+7,830
+4% +$588K 0.39% 51
2021
Q1 		$16.6M Sell
219,627
-37,077
-14% -$2.89M 0.41% 47
2020
Q4 		$19.8M Buy
256,704
+70,552
+38% +$5.28M 0.5% 35
2020
Q3 		$12.9M Buy
186,152
+10,744
+6% +$742K 0.36% 54
2020
Q2 		$10.5M Buy
175,408
+4,940
+3% +$296K 0.31% 83
2020
Q1 		$10.3M Sell
170,468
-9,864
-5% -$620K 0.37% 63
2019
Q4 		$10.9M Sell
180,332
-27,384
-13% -$1.6M 0.3% 92
2019
Q3 		$12.1M Buy
207,716
+7,888
+4% +$427K 0.35% 63
2019
Q2 		$10.2M Buy
199,828
+8,876
+5% +$437K 0.29% 82
2019
Q1 		$9.23M Sell
190,952
-16,480
-8% -$754K 0.26% 96
2018
Q4 		$9.01M Sell
207,432
-9,412
-4% -$412K 0.28% 88
2018
Q3 		$9.09M Sell
216,844
-9,220
-4% -$392K 0.23% 109
2018
Q2 		$9.44M Buy
226,064
+620
+0.3% +$25K 0.25% 94
2018
Q1 		$9.21M Sell
225,444
-324
-0.1% -$12.5K 0.24% 101
2017
Q4 		$8.82M Buy
225,768
+11,196
+5% +$432K 0.21% 117
2017
Q3 		$7.86M Buy
+214,572
New +$7.86M 0.2% 124
2016
Q3 		$7.86M Buy
+214,572
New +$6.76M 0.2% 124

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Crossmark Global Holdings's NEE Position: Q2 2026 in Review

Crossmark Global Holdings increased its NextEra Energy (NEE) stake by 0.26% in Q2 2026, buying an estimated $28.5K and bringing the position to 120,103 shares worth $10.5M. The position accounts for 0.14% of the portfolio, ranked #158.

Crossmark Global Holdings first reported a position in NEE in Q3 2016 and has held it in 37 quarters since. The position peaked at $20.1M in Q4 2021. 552 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Crossmark Global Holdings held 120,103 shares of NextEra Energy worth $10.5M as of Q2 2026.
  • Crossmark Global Holdings bought 315 NextEra Energy shares in Q2 2026, an estimated $28.5K.
  • NextEra Energy made up 0.14% of Crossmark Global Holdings's portfolio in Q2 2026, its #158 holding.
  • Crossmark Global Holdings first reported a position in NextEra Energy in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's NextEra Energy position peaked at $20.1M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.