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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
Q2 		$17.6K Hold
200
– – 0.01% 173
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 $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

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

Atlantic Private Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 200 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #173.

Atlantic Private Wealth first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.6K in Q1 2026. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Atlantic Private Wealth held 200 shares of NextEra Energy worth $17.6K as of Q2 2026.
  • Atlantic Private Wealth left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #173 holding.
  • Atlantic Private Wealth first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
  • Atlantic Private Wealth's NextEra Energy position peaked at $18.6K in Q1 2026.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.