Atlantic Edge Private Wealth Management’s NextEra Energy NEE Stock Holding History

Atlantic Edge Private Wealth Management’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	$234K	Hold	2,667	–	–	0.05%	130
2026 Q1	$248K	Hold	2,667	–	–	0.06%	124
2025 Q4	$214K	Hold	2,667	–	–	0.05%	129
2025 Q3	$201K	Hold	2,667	–	–	0.05%	133
2025 Q2	$185K	Hold	2,667	–	–	0.05%	134
2025 Q1	$189K	Hold	2,667	–	–	0.06%	127
2024 Q4	$191K	Hold	2,667	–	–	0.06%	130
2024 Q3	$225K	Buy	2,667 +174	+7%	+$13.6K	0.07%	126
2024 Q2	$177K	Hold	2,493	–	–	0.06%	131
2024 Q1	$159K	Hold	2,493	–	–	0.05%	137
2023 Q4	$151K	Buy	+2,493	New	+$142K	0.06%	136

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atlantic Edge Private Wealth Management's NEE Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 2,667 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #130.

Atlantic Edge Private Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $248K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,667 shares of NextEra Energy worth $234K as of Q2 2026.
Atlantic Edge Private Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.05% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #130 holding.
Atlantic Edge Private Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's NextEra Energy position peaked at $248K in Q1 2026.
1,244 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.