Cornercap Investment Counsel’s NextEra Energy NEE Stock Holding History

Cornercap Investment Counsel’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
2025 Q1	–	Sell	-11,042	Closed	-$792K	–	345
2024 Q4	$792K	Buy	+11,042	New	+$858K	0.26%	109
2024 Q2	–	Sell	-32,310	Closed	-$2.06M	–	664
2024 Q1	$2.06M	Sell	32,310 -5,686	-15%	-$333K	0.32%	83
2023 Q4	$2.31M	Sell	37,996 -2,295	-6%	-$131K	0.38%	54
2023 Q3	$2.31M	Buy	40,291 +4,251	+12%	+$294K	0.42%	35
2023 Q2	$2.67M	Buy	36,040 +1,397	+4%	+$106K	0.46%	32
2023 Q1	$2.67M	Buy	34,643 +1,007	+3%	+$77.4K	0.47%	30
2022 Q4	$2.81M	Buy	33,636 +14,505	+76%	+$1.17M	0.49%	26
2022 Q3	$1.5M	Buy	+19,131	New	+$1.62M	0.28%	93
2019 Q3	–	Sell	-5,720	Closed	-$293K	–	433
2019 Q2	$293K	Sell	5,720 -10,324	-64%	-$508K	0.04%	384
2019 Q1	$775K	Sell	16,044 -74,756	-82%	-$3.42M	0.11%	340
2018 Q4	$3.95M	Sell	90,800 -2,692	-3%	-$118K	0.61%	36
2018 Q3	$3.92M	Buy	93,492 +6,292	+7%	+$268K	0.51%	57
2018 Q2	$3.64M	Buy	+87,200	New	+$3.52M	0.52%	65

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornercap Investment Counsel's NEE Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 11,042 shares — an estimated $792K sold.

Cornercap Investment Counsel first reported a position in NEE in Q2 2018 and held it in 13 quarters. The position peaked at $3.95M in Q4 2018. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Cornercap Investment Counsel reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Cornercap Investment Counsel sold 11,042 NextEra Energy shares in Q1 2025, an estimated $792K.
Cornercap Investment Counsel first reported a position in NextEra Energy in Q2 2018 and held it in 13 quarters.
Cornercap Investment Counsel's NextEra Energy position peaked at $3.95M in Q4 2018.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.