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Atlas Wealth Partners’s NextEra Energy NEE Stock Holding History

Atlas Wealth Partners’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 		$228K Sell
2,600
-400
-13% -$36.2K 0.25% 56
2026
Q1 		$279K Sell
3,000
-150
-5% -$13.3K 0.29% 48
2025
Q4 		$253K Sell
3,150
-625
-17% -$51.8K 0.28% 51
2025
Q3 		$285K Sell
3,775
-450
-11% -$32.9K 0.29% 43
2025
Q2 		$293K Sell
4,225
-850
-17% -$59K 0.34% 38
2025
Q1 		$360K Buy
5,075
+150
+3% +$10.6K 0.44% 30
2024
Q4 		$353K Buy
4,925
+50
+1% +$3.88K 0.45% 29
2024
Q3 		$412K Sell
4,875
-305
-6% -$23.8K 0.63% 26
2024
Q2 		$367K Buy
5,180
+100
+2% +$7.09K 1.55% 12
2024
Q1 		$366K Buy
5,080
+325
+7% +$19K 1.98% 8
2023
Q4 		$278K Buy
4,755
+500
+12% +$28.5K 1.53% 14
2023
Q3 		$239K Buy
4,255
+225
+6% +$15.6K 1.37% 14
2023
Q2 		$306K Buy
4,030
+50
+1% +$3.79K 0.88% 25
2023
Q1 		$310K Hold
3,980
– – 2.16% 8
2022
Q4 		$303K Buy
+3,980
New +$322K 1.87% 10

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Atlas Wealth Partners's NEE Position: Q2 2026 in Review

Atlas Wealth Partners reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $36.2K and leaving 2,600 shares worth $228K. The position accounts for 0.25% of the portfolio, ranked #56.

Atlas Wealth Partners first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $412K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Atlas Wealth Partners held 2,600 shares of NextEra Energy worth $228K as of Q2 2026.
  • Atlas Wealth Partners sold 400 NextEra Energy shares in Q2 2026, an estimated $36.2K.
  • NextEra Energy made up 0.25% of Atlas Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Atlas Wealth Partners first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth Partners's NextEra Energy position peaked at $412K in Q3 2024.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.