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NorthCrest Asset Manangement’s NextEra Energy NEE Stock Holding History

NorthCrest Asset Manangement’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 		$3.2M Buy
36,732
+1,874
+5% +$170K 0.08% 183
2026
Q1 		$3.25M Sell
34,858
-7,907
-18% -$703K 0.1% 168
2025
Q4 		$3.48M Sell
42,765
-1,523
-3% -$126K 0.08% 179
2025
Q3 		$3.69M Buy
44,288
+1,269
+3% +$92.7K 0.09% 166
2025
Q2 		$3.18M Sell
43,019
-276
-0.6% -$19.2K 0.09% 172
2025
Q1 		$3.07M Buy
43,295
+1,642
+4% +$116K 0.09% 173
2024
Q4 		$2.99M Buy
41,653
+320
+0.8% +$24.9K 0.09% 168
2024
Q3 		$3.49M Buy
41,333
+26,139
+172% +$2.04M 0.11% 167
2024
Q2 		$1.08M Buy
15,194
+146
+1% +$10.4K 0.04% 263
2024
Q1 		$962K Sell
15,048
-1,436
-9% -$84.1K 0.03% 275
2023
Q4 		$1M Buy
16,484
+105
+0.6% +$5.98K 0.04% 267
2023
Q3 		$938K Sell
16,379
-9,592
-37% -$664K 0.04% 262
2023
Q2 		$1.93M Buy
25,971
+41
+0.2% +$3.1K 0.08% 189
2023
Q1 		$2M Buy
25,930
+14,017
+118% +$1.08M 0.08% 176
2022
Q4 		$996K Sell
11,913
-2,990
-20% -$242K 0.06% 190
2022
Q3 		$1.17M Buy
14,903
+4,983
+50% +$423K 0.06% 189
2022
Q2 		$768K Buy
9,920
+8
+0.1% +$609 0.04% 248
2022
Q1 		$840K Buy
+9,912
New +$794K 0.04% 226

Other funds holding NEE

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

NorthCrest Asset Manangement's NEE Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its NextEra Energy (NEE) stake by 5.4% in Q2 2026, buying an estimated $170K and bringing the position to 36,732 shares worth $3.2M. The position accounts for 0.08% of the portfolio, ranked #183.

NorthCrest Asset Manangement first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.69M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • NorthCrest Asset Manangement held 36,732 shares of NextEra Energy worth $3.2M as of Q2 2026.
  • NorthCrest Asset Manangement bought 1,874 NextEra Energy shares in Q2 2026, an estimated $170K.
  • NextEra Energy made up 0.08% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #183 holding.
  • NorthCrest Asset Manangement first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • NorthCrest Asset Manangement's NextEra Energy position peaked at $3.69M in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.