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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blalock Williams's NEE Position: Q1 2026 in Review

Blalock Williams reduced its NextEra Energy (NEE) stake by 30% in Q1 2026, selling an estimated $88.7K and leaving 2,366 shares worth $220K. The position accounts for 0.17% of the portfolio, ranked #133.

Blalock Williams first reported a position in NEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $271K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Blalock Williams held 2,366 shares of NextEra Energy worth $220K as of Q1 2026.
  • Blalock Williams sold 998 NextEra Energy shares in Q1 2026, an estimated $88.7K.
  • NextEra Energy made up 0.17% of Blalock Williams's portfolio in Q1 2026, its #133 holding.
  • Blalock Williams first reported a position in NextEra Energy in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's NextEra Energy position peaked at $271K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.