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Crown Wealth Group’s NextEra Energy NEE Stock Holding History

Crown Wealth Group’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 		$256K Buy
2,911
+52
+2% +$4.7K 0.07% 126
2026
Q1 		$266K Buy
2,859
+152
+6% +$13.5K 0.08% 111
2025
Q4 		$217K Buy
+2,707
New +$224K 0.06% 135

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Crown Wealth Group's NEE Position: Q2 2026 in Review

Crown Wealth Group increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $4.7K and bringing the position to 2,911 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #126.

Crown Wealth Group first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q1 2026. 1,360 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Crown Wealth Group held 2,911 shares of NextEra Energy worth $256K as of Q2 2026.
  • Crown Wealth Group bought 52 NextEra Energy shares in Q2 2026, an estimated $4.7K.
  • NextEra Energy made up 0.07% of Crown Wealth Group's portfolio in Q2 2026, its #126 holding.
  • Crown Wealth Group first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Crown Wealth Group's NextEra Energy position peaked at $266K in Q1 2026.
  • 1,360 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.