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Atlas Legacy Advisors’s NextEra Energy NEE Stock Holding History

Atlas Legacy 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 		$311K Buy
3,607
+1,236
+52% +$112K 0.05% 183
2026
Q1 		$220K Buy
+2,371
New +$211K 0.04% 184
2025
Q4 		– Sell
-3,491
Closed -$264K – 207
2025
Q3 		$264K Buy
+3,491
New +$255K 0.05% 175

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 $3.38T AUM 44.17% 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

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

Atlas Legacy Advisors increased its NextEra Energy (NEE) stake by 52% in Q2 2026, buying an estimated $112K and bringing the position to 3,607 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #183.

Atlas Legacy Advisors first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Atlas Legacy Advisors held 3,607 shares of NextEra Energy worth $311K as of Q2 2026.
  • Atlas Legacy Advisors bought 1,236 NextEra Energy shares in Q2 2026, an estimated $112K.
  • NextEra Energy made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #183 holding.
  • Atlas Legacy Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.