Crumly & Associates’s NextEra Energy NEE Stock Holding History

Crumly & Associates’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	$678K	Buy	7,726 +47	+0.6%	+$4.25K	0.13%	96
2026 Q1	$713K	Buy	7,679 +28	+0.4%	+$2.49K	0.15%	90
2025 Q4	$614K	Sell	7,651 -128	-2%	-$10.6K	0.13%	94
2025 Q3	$587K	Buy	7,779 +28	+0.4%	+$2.05K	0.13%	98
2025 Q2	$538K	Sell	7,751 -1	-0%	-$69	0.13%	93
2025 Q1	$550K	Buy	+7,752	New	+$547K	0.15%	94
2023 Q2	–	Sell	-3,049	Closed	-$235K	–	123
2023 Q1	$235K	Sell	3,049 -1,597	-34%	-$123K	0.1%	101
2022 Q4	$388K	Sell	4,646 -1,688	-27%	-$136K	0.15%	68
2022 Q3	$497K	Buy	6,334 +223	+4%	+$18.9K	0.21%	59
2022 Q2	$473K	Buy	6,111 +1,273	+26%	+$96.9K	0.2%	63
2022 Q1	$410K	Buy	4,838 +1,169	+32%	+$93.7K	0.15%	81
2021 Q4	$278K	Buy	+3,669	New	+$317K	0.11%	93

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Crumly & Associates's NEE Position: Q2 2026 in Review

Crumly & Associates increased its NextEra Energy (NEE) stake by 0.61% in Q2 2026, buying an estimated $4.25K and bringing the position to 7,726 shares worth $678K. The position accounts for 0.13% of the portfolio, ranked #96.

Crumly & Associates first reported a position in NEE in Q4 2021 and has held it in 12 quarters since. The position peaked at $713K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Crumly & Associates held 7,726 shares of NextEra Energy worth $678K as of Q2 2026.
Crumly & Associates bought 47 NextEra Energy shares in Q2 2026, an estimated $4.25K.
NextEra Energy made up 0.13% of Crumly & Associates's portfolio in Q2 2026, its #96 holding.
Crumly & Associates first reported a position in NextEra Energy in Q4 2021 and has held it in 12 quarters since.
Crumly & Associates's NextEra Energy position peaked at $713K in Q1 2026.
1,386 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.