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Atlas Private Wealth Advisors’s NextEra Energy NEE Stock Holding History

Atlas Private Wealth 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
2025
Q3 		– Sell
-5,090
Closed -$353K – 181
2025
Q2 		$353K Buy
5,090
+116
+2% +$8.06K 0.05% 144
2025
Q1 		$352K Sell
4,974
-1,976
-28% -$139K 0.05% 133
2024
Q4 		$498K Buy
6,950
+29
+0.4% +$2.25K 0.07% 102
2024
Q3 		$585K Buy
6,921
+290
+4% +$22.6K 0.08% 91
2024
Q2 		$470K Buy
6,631
+3,330
+101% +$236K 0.08% 96
2024
Q1 		$211K Sell
3,301
-3,467
-51% -$203K 0.07% 107
2023
Q4 		$411K Buy
6,768
+229
+4% +$13.1K 0.08% 99
2023
Q3 		$375K Buy
6,539
+27
+0.4% +$1.87K 0.07% 125
2023
Q2 		$483K Buy
6,512
+3,204
+97% +$243K 0.1% 111
2023
Q1 		$255K Buy
3,308
+12
+0.4% +$923 0.12% 109
2022
Q4 		$276K Sell
3,296
-74
-2% -$5.98K 0.15% 106
2022
Q3 		$264K Buy
+3,370
New +$286K 0.16% 109
2021
Q4 		– Sell
-1,348
Closed -$106K – 508
2021
Q3 		$106K Hold
1,348
– – 0.06% 168
2021
Q2 		$99K Sell
1,348
-166
-11% -$12.5K 0.05% 159
2021
Q1 		$114K Buy
1,514
+178
+13% +$13.9K 0.06% 147
2020
Q4 		$103K Buy
1,336
+1,200
+882% +$89.8K 0.07% 156
2020
Q3 		$9K Hold
136
– – 0.01% 407
2020
Q2 		$8K Buy
+136
New +$8.14K 0.01% 444

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atlas Private Wealth Advisors's NEE Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 5,090 shares — an estimated $353K sold.

Atlas Private Wealth Advisors first reported a position in NEE in Q2 2020 and held it in 18 quarters. The position peaked at $585K in Q3 2024. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 5,090 NextEra Energy shares in Q3 2025, an estimated $353K.
  • Atlas Private Wealth Advisors first reported a position in NextEra Energy in Q2 2020 and held it in 18 quarters.
  • Atlas Private Wealth Advisors's NextEra Energy position peaked at $585K in Q3 2024.
  • 2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.