Willis Investment Counsel’s NextEra Energy NEE Stock Holding History

Willis 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
2021 Q2	–	Sell	-4,264	Closed	-$322K	–	119
2021 Q1	$322K	Buy	+4,264	New	+$333K	0.02%	109

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Willis Investment Counsel's NEE Position: Q2 2021 in Review

Willis Investment Counsel sold out of NextEra Energy (NEE) in Q2 2021, closing a stake of 4,264 shares — an estimated $322K sold.

Willis Investment Counsel first reported a position in NEE in Q1 2021 and held it in 1 quarter. The position peaked at $322K in Q1 2021. 2,145 funds tracked by Wall St. Rank hold NEE as of Q2 2021.

Willis Investment Counsel reported no remaining NextEra Energy position as of Q2 2021 after selling out during the quarter.
Willis Investment Counsel sold 4,264 NextEra Energy shares in Q2 2021, an estimated $322K.
Willis Investment Counsel first reported a position in NextEra Energy in Q1 2021 and held it in 1 quarter.
Willis Investment Counsel's NextEra Energy position peaked at $322K in Q1 2021.
2,145 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2021.

Based on Willis Investment Counsel's 13F filing for Q2 2021, filed 13 Aug 2021.