Atlas Capital Advisors’s NextEra Energy NEE Stock Holding History

Atlas Capital Advisors’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	$6.67K	Buy	76 +65	+591%	+$5.88K	﹤0.01%	917
2026 Q1	$1.02K	Hold	11	–	–	﹤0.01%	932
2025 Q4	$883	Buy	+11	New	+$911	﹤0.01%	902
2023 Q2	–	Sell	-99	Closed	-$7.63K	–	911
2023 Q1	$7.63K	Hold	99	–	–	﹤0.01%	760
2022 Q4	$8.28K	Hold	99	–	–	﹤0.01%	750
2022 Q3	$7.76K	Buy	99 +39	+65%	+$3.31K	﹤0.01%	736
2022 Q2	$4.65K	Hold	60	–	–	﹤0.01%	856
2022 Q1	$5.08K	Hold	60	–	–	﹤0.01%	790
2021 Q4	$5.6K	Sell	60 -248	-81%	-$21.4K	﹤0.01%	789
2021 Q3	$24.2K	Hold	308	–	–	﹤0.01%	618
2021 Q2	$22.6K	Sell	308 -140	-31%	-$10.5K	﹤0.01%	638
2021 Q1	$33.9K	Hold	448	–	–	0.01%	534
2020 Q4	$34.6K	Buy	+448	New	+$33.5K	0.01%	499
2020 Q3	–	Sell	-248	Closed	-$14.9K	–	486
2020 Q2	$14.9K	Hold	248	–	–	﹤0.01%	579
2020 Q1	$14.9K	Sell	248 -100	-29%	-$6.29K	﹤0.01%	551
2019 Q4	$21.1K	Hold	348	–	–	0.01%	541
2019 Q3	$20.3K	Sell	348 -60	-15%	-$3.25K	0.01%	530
2019 Q2	$20.9K	Hold	408	–	–	0.01%	554
2019 Q1	$19.7K	Sell	408 -72	-15%	-$3.29K	0.01%	487
2018 Q4	$20.9K	Sell	480 -132	-22%	-$5.77K	0.01%	464
2018 Q3	$25.7K	Buy	+612	New	+$26.1K	0.01%	455

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Capital Advisors's NEE Position: Q2 2026 in Review

Atlas Capital Advisors increased its NextEra Energy (NEE) stake by 591% in Q2 2026, buying an estimated $5.88K and bringing the position to 76 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Atlas Capital Advisors first reported a position in NEE in Q3 2018 and has held it in 21 quarters since. The position peaked at $34.6K in Q4 2020. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Atlas Capital Advisors held 76 shares of NextEra Energy worth $6.67K as of Q2 2026.
Atlas Capital Advisors bought 65 NextEra Energy shares in Q2 2026, an estimated $5.88K.
NextEra Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #917 holding.
Atlas Capital Advisors first reported a position in NextEra Energy in Q3 2018 and has held it in 21 quarters since.
Atlas Capital Advisors's NextEra Energy position peaked at $34.6K in Q4 2020.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.