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Blalock Williams’s NextEra Energy NEE Stock Holding History

Blalock Williams’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 		– Sell
-2,366
Closed -$220K – 161
2026
Q1 		$220K Sell
2,366
-998
-30% -$88.7K 0.17% 133
2025
Q4 		$270K Sell
3,364
-222
-6% -$18.4K 0.22% 106
2025
Q3 		$271K Sell
3,586
-153
-4% -$11.2K 0.24% 99
2025
Q2 		$260K Buy
3,739
+512
+16% +$35.6K 0.26% 99
2025
Q1 		$229K Buy
3,227
+138
+4% +$9.74K 0.26% 97
2024
Q4 		$221K Buy
+3,089
New +$240K 0.26% 99

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blalock Williams's NEE Position: Q2 2026 in Review

Blalock Williams sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,366 shares — an estimated $220K sold.

Blalock Williams first reported a position in NEE in Q4 2024 and held it in 6 quarters. The position peaked at $271K in Q3 2025. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Blalock Williams reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Blalock Williams sold 2,366 NextEra Energy shares in Q2 2026, an estimated $220K.
  • Blalock Williams first reported a position in NextEra Energy in Q4 2024 and held it in 6 quarters.
  • Blalock Williams's NextEra Energy position peaked at $271K in Q3 2025.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.