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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Atlas Legacy Advisors opened a new position in NextEra Energy (NEE) in Q1 2026: 2,371 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings. This is a return to the name: Atlas Legacy Advisors previously reported a position in NEE as recently as Q3 2025.

Atlas Legacy Advisors first reported a position in NEE in Q3 2025 and has held it in 2 quarters since. The position peaked at $264K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Atlas Legacy Advisors held 2,371 shares of NextEra Energy worth $220K as of Q1 2026.
  • NextEra Energy was a new Atlas Legacy Advisors position in Q1 2026.
  • NextEra Energy made up 0.04% of Atlas Legacy Advisors's portfolio in Q1 2026, its #184 holding.
  • Atlas Legacy Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 2 quarters since.
  • Atlas Legacy Advisors's NextEra Energy position peaked at $264K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

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