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Atlanta Consulting Group Advisors’s NextEra Energy NEE Stock Holding History

Atlanta Consulting Group Advisors’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 		$797K Buy
9,085
+2,471
+37% +$224K 0.13% 99
2026
Q1 		$614K Buy
6,614
+489
+8% +$43.5K 0.13% 84
2025
Q4 		$492K Sell
6,125
-715
-10% -$59.2K 0.11% 92
2025
Q3 		$516K Buy
6,840
+241
+4% +$17.6K 0.13% 79
2025
Q2 		$458K Hold
6,599
– – 0.13% 77
2025
Q1 		$468K Sell
6,599
-218
-3% -$15.4K 0.14% 73
2024
Q4 		$489K Sell
6,817
-159
-2% -$12.4K 0.18% 75
2024
Q3 		$590K Buy
6,976
+443
+7% +$34.6K 0.15% 121
2024
Q2 		$463K Buy
6,533
+1,312
+25% +$93.1K 0.1% 78
2024
Q1 		$334K Buy
+5,221
New +$306K 0.12% 94

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

Atlanta Consulting Group Advisors's NEE Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its NextEra Energy (NEE) stake by 37% in Q2 2026, buying an estimated $224K and bringing the position to 9,085 shares worth $797K. The position accounts for 0.13% of the portfolio, ranked #99.

Atlanta Consulting Group Advisors first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Atlanta Consulting Group Advisors held 9,085 shares of NextEra Energy worth $797K as of Q2 2026.
  • Atlanta Consulting Group Advisors bought 2,471 NextEra Energy shares in Q2 2026, an estimated $224K.
  • NextEra Energy made up 0.13% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #99 holding.
  • Atlanta Consulting Group Advisors first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.