Towercrest Capital Management’s NextEra Energy NEE Stock Holding History

Towercrest Capital Management’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	$374K	Sell	4,257 -763	-15%	-$69K	0.05%	82
2026 Q1	$466K	Buy	5,020 +22	+0.4%	+$1.96K	0.07%	72
2025 Q4	$401K	Sell	4,998 -938	-16%	-$77.7K	0.06%	73
2025 Q3	$448K	Buy	5,936 +814	+16%	+$59.5K	0.07%	72
2025 Q2	$356K	Buy	5,122 +25	+0.5%	+$1.74K	0.06%	72
2025 Q1	$361K	Buy	5,097 +23	+0.5%	+$1.62K	0.07%	70
2024 Q4	$364K	Buy	5,074 +23	+0.5%	+$1.79K	0.06%	81
2024 Q3	$427K	Buy	5,051 +20	+0.4%	+$1.56K	0.07%	77
2024 Q2	$356K	Buy	5,031 +985	+24%	+$69.9K	0.06%	84
2024 Q1	$259K	Buy	4,046 +543	+16%	+$31.8K	0.04%	94
2023 Q4	$213K	Sell	3,503 -33	-0.9%	-$1.88K	0.04%	101
2023 Q3	$203K	Buy	3,536 +40	+1%	+$2.77K	0.04%	105
2023 Q2	$259K	Sell	3,496 -37	-1%	-$2.8K	0.05%	94
2023 Q1	$272K	Buy	3,533 +20	+0.6%	+$1.54K	0.06%	82
2022 Q4	$294K	Buy	3,513 +16	+0.5%	+$1.29K	0.07%	76
2022 Q3	$274K	Buy	3,497 +95	+3%	+$8.06K	0.06%	74
2022 Q2	$264K	Buy	3,402 +18	+0.5%	+$1.37K	0.06%	76
2022 Q1	$287K	Buy	3,384 +16	+0.5%	+$1.28K	0.06%	80
2021 Q4	$314K	Buy	3,368 +31	+0.9%	+$2.68K	0.06%	76
2021 Q3	$262K	Buy	3,337 +13	+0.4%	+$1.05K	0.05%	83
2021 Q2	$244K	Buy	3,324 +16	+0.5%	+$1.2K	0.05%	82
2021 Q1	$250K	Sell	3,308 -17	-0.5%	-$1.33K	0.05%	79
2020 Q4	$257K	Buy	3,325 +45	+1%	+$3.37K	0.06%	77
2020 Q3	$228K	Buy	+3,280	New	+$226K	0.06%	74
2019 Q3	–	Sell	-4,188	Closed	-$214K	–	74
2019 Q2	$214K	Buy	4,188 +16	+0.4%	+$787	0.06%	69
2019 Q1	$201K	Buy	+4,172	New	+$191K	0.06%	71

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Towercrest Capital Management's NEE Position: Q2 2026 in Review

Towercrest Capital Management reduced its NextEra Energy (NEE) stake by 15% in Q2 2026, selling an estimated $69K and leaving 4,257 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #82.

Towercrest Capital Management first reported a position in NEE in Q1 2019 and has held it in 26 quarters since. The position peaked at $466K in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Towercrest Capital Management held 4,257 shares of NextEra Energy worth $374K as of Q2 2026.
Towercrest Capital Management sold 763 NextEra Energy shares in Q2 2026, an estimated $69K.
NextEra Energy made up 0.05% of Towercrest Capital Management's portfolio in Q2 2026, its #82 holding.
Towercrest Capital Management first reported a position in NextEra Energy in Q1 2019 and has held it in 26 quarters since.
Towercrest Capital Management's NextEra Energy position peaked at $466K in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.