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Atlantic Private Wealth’s NextEra Energy NEE Stock Holding History

Atlantic Private Wealth’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
Q1 		$18.6K Sell
200
-15
-7% -$1.33K 0.01% 181
2025
Q4 		$17.3K Buy
215
+15
+8% +$1.24K 0.01% 177
2025
Q3 		$15.1K Hold
200
– – 0.01% 167
2025
Q2 		$13.9K Hold
200
– – 0.01% 170
2025
Q1 		$14.2K Hold
200
– – 0.01% 167
2024
Q4 		$14.3K Hold
200
– – 0.01% 155
2024
Q3 		$16.9K Buy
+200
New +$15.6K 0.01% 144

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlantic Private Wealth's NEE Position: Q1 2026 in Review

Atlantic Private Wealth reduced its NextEra Energy (NEE) stake by 7% in Q1 2026, selling an estimated $1.33K and leaving 200 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #181.

Atlantic Private Wealth first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Atlantic Private Wealth held 200 shares of NextEra Energy worth $18.6K as of Q1 2026.
  • Atlantic Private Wealth sold 15 NextEra Energy shares in Q1 2026, an estimated $1.33K.
  • NextEra Energy made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #181 holding.
  • Atlantic Private Wealth first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.