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Wills Financial Group’s NextEra Energy NEE Stock Holding History

Wills Financial 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
2026
Q2 		$2.98M Sell
34,000
-363
-1% -$32.8K 1.09% 29
2026
Q1 		$3.26M Sell
34,363
-163
-0.5% -$14.5K 1.23% 27
2025
Q4 		$2.77M Buy
34,526
+78
+0.2% +$6.46K 1.06% 30
2025
Q3 		$2.6M Sell
34,448
-669
-2% -$48.9K 1.07% 31
2025
Q2 		$2.44M Sell
35,117
-426
-1% -$29.6K 1.06% 32
2025
Q1 		$2.52M Buy
35,543
+1,403
+4% +$99K 1.12% 32
2024
Q4 		$2.45M Buy
34,140
+1,425
+4% +$111K 1.06% 32
2024
Q3 		$2.77M Buy
32,715
+287
+0.9% +$22.4K 1.16% 30
2024
Q2 		$2.3M Buy
32,428
+378
+1% +$26.8K 1.06% 30
2024
Q1 		$2.05M Buy
32,050
+926
+3% +$54.2K 0.96% 29
2023
Q4 		$1.89M Sell
31,124
-2,023
-6% -$115K 0.95% 29
2023
Q3 		$1.9M Buy
33,147
+1,802
+6% +$125K 1.03% 30
2023
Q2 		$2.33M Buy
31,345
+500
+2% +$37.9K 1.18% 25
2023
Q1 		$2.38M Buy
30,845
+2,076
+7% +$160K 1.28% 23
2022
Q4 		$2.41M Sell
28,769
-358
-1% -$28.9K 1.34% 25
2022
Q3 		$2.28M Buy
29,127
+1,310
+5% +$111K 1.27% 26
2022
Q2 		$2.15M Sell
27,817
-2,179
-7% -$166K 1.06% 31
2022
Q1 		$2.54M Sell
29,996
-630
-2% -$50.5K 1.07% 30
2021
Q4 		$2.86M Buy
30,626
+851
+3% +$73.5K 1.13% 29
2021
Q3 		$2.34M Buy
29,775
+505
+2% +$40.7K 1.05% 31
2021
Q2 		$2.14M Buy
29,270
+3,665
+14% +$275K 0.93% 34
2021
Q1 		$1.94M Buy
25,605
+5,470
+27% +$427K 0.94% 34
2020
Q4 		$1.55M Buy
+20,135
New +$1.51M 0.77% 37

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

Wills Financial Group's NEE Position: Q2 2026 in Review

Wills Financial Group reduced its NextEra Energy (NEE) stake by 1.1% in Q2 2026, selling an estimated $32.8K and leaving 34,000 shares worth $2.98M. The position accounts for 1.09% of the portfolio, ranked #29.

Wills Financial Group first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.26M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wills Financial Group held 34,000 shares of NextEra Energy worth $2.98M as of Q2 2026.
  • Wills Financial Group sold 363 NextEra Energy shares in Q2 2026, an estimated $32.8K.
  • NextEra Energy made up 1.09% of Wills Financial Group's portfolio in Q2 2026, its #29 holding.
  • Wills Financial Group first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Wills Financial Group's NextEra Energy position peaked at $3.26M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.