Atlas Capital Advisors’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$883 Buy
2023
Q2
Sell
2023
Q1
$7.63K Hold
2022
Q4
$8.28K Hold
2022
Q3
$7.76K Buy
2022
Q2
$4.65K Hold
2022
Q1
$5.08K Hold
2021
Q4
$5.6K Sell
2021
Q3
$24.2K Hold
2021
Q2
$22.6K Sell
2021
Q1
$33.9K Hold
2020
Q4
$34.6K Buy
2020
Q3
Sell
2020
Q2
$14.9K Hold
2020
Q1
$14.9K Sell
2019
Q4
$21.1K Hold
2019
Q3
$20.3K Sell
2019
Q2
$20.9K Hold
2019
Q1
$19.7K Sell
2018
Q4
$20.9K Sell
2018
Q3
$25.7K Buy