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Williamson Legacy Group’s NextEra Energy NEE Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-8,831
Closed -$626K – 128
2025
Q1 		$626K Buy
8,831
+5,906
+202% +$417K 0.59% 74
2024
Q4 		$210K Sell
2,925
-71
-2% -$5.52K 0.14% 114
2024
Q3 		$253K Buy
+2,996
New +$234K 0.17% 101

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Williamson Legacy Group's NEE Position: Q2 2025 in Review

Williamson Legacy Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 8,831 shares — an estimated $626K sold.

Williamson Legacy Group first reported a position in NEE in Q3 2024 and held it in 3 quarters. The position peaked at $626K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Williamson Legacy Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,831 NextEra Energy shares in Q2 2025, an estimated $626K.
  • Williamson Legacy Group first reported a position in NextEra Energy in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's NextEra Energy position peaked at $626K in Q1 2025.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.