Towercrest Capital Management
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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
Q3 		$324K Buy
4,284
+27
+0.6% +$2.28K 0.05% 83
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Towercrest Capital Management's NEE Position: Q3 2026 in Review

Towercrest Capital Management increased its NextEra Energy (NEE) stake by 0.63% in Q3 2026, buying an estimated $2.28K and bringing the position to 4,284 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #83.

Towercrest Capital Management first reported a position in NEE in Q1 2019 and has held it in 27 quarters since. The position peaked at $466K in Q1 2026. 1,869 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Towercrest Capital Management held 4,284 shares of NextEra Energy worth $324K as of Q3 2026.
  • Towercrest Capital Management bought 27 NextEra Energy shares in Q3 2026, an estimated $2.28K.
  • NextEra Energy made up 0.05% of Towercrest Capital Management's portfolio in Q3 2026, its #83 holding.
  • Towercrest Capital Management first reported a position in NextEra Energy in Q1 2019 and has held it in 27 quarters since.
  • Towercrest Capital Management's NextEra Energy position peaked at $466K in Q1 2026.
  • 1,869 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.