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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atlas Capital Advisors's NEE Position: Q1 2026 in Review

Atlas Capital Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 11 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Atlas Capital Advisors first reported a position in NEE in Q3 2018 and has held it in 20 quarters since. The position peaked at $34.6K in Q4 2020. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Atlas Capital Advisors held 11 shares of NextEra Energy worth $1.02K as of Q1 2026.
Atlas Capital Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #932 holding.
Atlas Capital Advisors first reported a position in NextEra Energy in Q3 2018 and has held it in 20 quarters since.
Atlas Capital Advisors's NextEra Energy position peaked at $34.6K in Q4 2020.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.