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

Atlas Private Wealth Management’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
2023 Q3	–	Sell	-2,983	Closed	-$221K	–	115
2023 Q2	$221K	Sell	2,983 -164	-5%	-$12.4K	0.12%	115
2023 Q1	$243K	Buy	+3,147	New	+$242K	0.15%	106
2021 Q2	–	Sell	-824	Closed	-$62K	–	276
2021 Q1	$62K	Buy	824 +256	+45%	+$20K	0.04%	171
2020 Q4	$44K	Hold	568	–	–	0.03%	200
2020 Q3	$39K	Buy	568 +428	+306%	+$29.5K	0.03%	202
2020 Q2	$8K	Hold	140	–	–	0.01%	348
2020 Q1	$8K	Hold	140	–	–	0.01%	327
2019 Q4	$8K	Buy	+140	New	+$8.17K	0.01%	368

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atlas Private Wealth Management's NEE Position: Q3 2023 in Review

Atlas Private Wealth Management sold out of NextEra Energy (NEE) in Q3 2023, closing a stake of 2,983 shares — an estimated $221K sold.

Atlas Private Wealth Management first reported a position in NEE in Q4 2019 and held it in 8 quarters. The position peaked at $243K in Q1 2023. 2,309 funds tracked by Wall St. Rank hold NEE as of Q3 2023.

Atlas Private Wealth Management reported no remaining NextEra Energy position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 2,983 NextEra Energy shares in Q3 2023, an estimated $221K.
Atlas Private Wealth Management first reported a position in NextEra Energy in Q4 2019 and held it in 8 quarters.
Atlas Private Wealth Management's NextEra Energy position peaked at $243K in Q1 2023.
2,309 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2023.

Based on Atlas Private Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.