Crown Wealth Group
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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
Q3 		$216K Sell
2,852
-59
-2% -$4.99K 0.05% 140
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Crown Wealth Group's NEE Position: Q3 2026 in Review

Crown Wealth Group reduced its NextEra Energy (NEE) stake by 2% in Q3 2026, selling an estimated $4.99K and leaving 2,852 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #140.

Crown Wealth Group first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $266K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Crown Wealth Group held 2,852 shares of NextEra Energy worth $216K as of Q3 2026.
  • Crown Wealth Group sold 59 NextEra Energy shares in Q3 2026, an estimated $4.99K.
  • NextEra Energy made up 0.05% of Crown Wealth Group's portfolio in Q3 2026, its #140 holding.
  • Crown Wealth Group first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Crown Wealth Group's NextEra Energy position peaked at $266K in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.