Atlantic Union Bankshares’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.9M Sell
235,420
-29,714
-11% -$2.64M 0.42% 56
2025
Q4
$21.3M Sell
265,134
-7,289
-3% -$604K 0.4% 60
2025
Q3
$20.6M Sell
272,423
-10,370
-4% -$758K 0.39% 61
2025
Q2
$19.6M Buy
282,793
+191,211
+209% +$13.3M 0.45% 55
2025
Q1
$6.49M Sell
91,582
-6,535
-7% -$461K 0.39% 71
2024
Q4
$7.03M Sell
98,117
-2,184
-2% -$170K 0.41% 69
2024
Q3
$8.48M Sell
100,301
-5,170
-5% -$403K 0.49% 60
2024
Q2
$7.47M Buy
105,471
+50,032
+90% +$3.55M 0.47% 60
2024
Q1
$3.54M Sell
55,439
-6,087
-10% -$357K 0.3% 76
2023
Q4
$3.74M Sell
61,526
-7,291
-11% -$416K 0.35% 74
2023
Q3
$3.94M Sell
68,817
-6,819
-9% -$472K 0.4% 66
2023
Q2
$5.61M Sell
75,636
-18,033
-19% -$1.37M 0.56% 49
2023
Q1
$7.22M Sell
93,669
-6,377
-6% -$490K 0.75% 29
2022
Q4
$8.36M Sell
100,046
-1,294
-1% -$105K 0.9% 28
2022
Q3
$7.95M Sell
101,340
-11,443
-10% -$971K 0.91% 27
2022
Q2
$8.74M Sell
112,783
-86
-0.1% -$6.55K 0.89% 32
2022
Q1
$9.56M Buy
112,869
+6,202
+6% +$497K 0.84% 35
2021
Q4
$9.96M Sell
106,667
-1,115
-1% -$96.4K 0.84% 34
2021
Q3
$8.46M Buy
107,782
+7,921
+8% +$639K 0.8% 38
2021
Q2
$7.32M Buy
99,861
+9,492
+11% +$712K 0.71% 48
2021
Q1
$6.83M Sell
90,369
-1,007
-1% -$78.6K 0.7% 48
2020
Q4
$7.05M Sell
91,376
-2,480
-3% -$186K 0.73% 41
2020
Q3
$6.51M Buy
93,856
+120
+0.1% +$8.29K 0.76% 38
2020
Q2
$5.63M Buy
93,736
+3,688
+4% +$221K 0.7% 40
2020
Q1
$5.42M Buy
90,048
+540
+0.6% +$33.9K 0.79% 36
2019
Q4
$5.42M Sell
89,508
-772
-0.9% -$45.1K 0.69% 40
2019
Q3
$5.26M Sell
90,280
-808
-0.9% -$43.7K 0.7% 39
2019
Q2
$4.67M Buy
91,088
+74,472
+448% +$3.66M 0.63% 41
2019
Q1
$803K Sell
16,616
-1,756
-10% -$80.3K 0.22% 77
2018
Q4
$798K Buy
18,372
+368
+2% +$16.1K 0.26% 76
2018
Q3
$755K Buy
18,004
+104
+0.6% +$4.43K 0.23% 75
2018
Q2
$748K Hold
17,900
0.24% 72
2018
Q1
$731K Buy
17,900
+1,100
+7% +$42.4K 0.23% 76
2017
Q4
$656K Sell
16,800
-1,300
-7% -$50.2K 0.2% 84
2017
Q3
$663K Hold
18,100
0.22% 78
2017
Q2
$634 Buy
18,100
+400
+2% +$13.7K 0.22% 79
2017
Q1
$568 Buy
17,700
+400
+2% +$12.6K 0.2% 82
2016
Q4
$517K Sell
17,300
-1,256
-7% -$37.5K 0.19% 86
2016
Q3
$567K Sell
18,556
-644
-3% -$20.3K 0.22% 85
2016
Q2
$626K Buy
19,200
+244
+1% +$7.33K 0.24% 82
2016
Q1
$561K Buy
18,956
+1,000
+6% +$28.1K 0.23% 86
2015
Q4
$466K Sell
17,956
-400
-2% -$10.1K 0.2% 94
2015
Q3
$448K Buy
18,356
+300
+2% +$7.63K 0.21% 94
2015
Q2
$443K Sell
18,056
-1,288
-7% -$32.7K 0.21% 90
2015
Q1
$503K Sell
19,344
-2,576
-12% -$67.9K 0.23% 91
2014
Q4
$583K Buy
21,920
+10,000
+84% +$253K 0.26% 85
2014
Q3
$279K Buy
11,920
+800
+7% +$19.3K 0.13% 115
2014
Q2
$285K Buy
11,120
+8,144
+274% +$198K 0.13% 112
2014
Q1
$60K Buy
+2,976
New +$67.4K 0.03% 130

Other funds holding NEE

Atlantic Union Bankshares's NEE Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its NextEra Energy (NEE) stake by 11% in Q1 2026, selling an estimated $2.64M and leaving 235,420 shares worth $21.9M. The position accounts for 0.42% of the portfolio, ranked #56.

Atlantic Union Bankshares first reported a position in NEE in Q1 2014 and has held it in 49 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Atlantic Union Bankshares held 235,420 shares of NextEra Energy worth $21.9M as of Q1 2026.
  • Atlantic Union Bankshares sold 29,714 NextEra Energy shares in Q1 2026, an estimated $2.64M.
  • NextEra Energy made up 0.42% of Atlantic Union Bankshares's portfolio in Q1 2026, its #56 holding.
  • Atlantic Union Bankshares first reported a position in NextEra Energy in Q1 2014 and has held it in 49 quarters since.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.