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Atomi Financial Group’s NextEra Energy NEE Stock Holding History

Atomi Financial Group’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 		$7.94M Buy
85,498
+553
+0.7% +$49.2K 0.24% 80
2025
Q4 		$6.82M Buy
84,945
+46,777
+123% +$3.87M 0.2% 89
2025
Q3 		$2.88M Buy
38,168
+5,110
+15% +$373K 0.09% 156
2025
Q2 		$2.29M Sell
33,058
-1,010
-3% -$70.2K 0.09% 166
2025
Q1 		$2.42M Buy
34,068
+191
+0.6% +$13.5K 0.11% 146
2024
Q4 		$2.43M Sell
33,877
-28,574
-46% -$2.22M 0.12% 124
2024
Q3 		$5.28M Buy
62,451
+38,267
+158% +$2.99M 0.33% 60
2024
Q2 		$1.71M Buy
24,184
+4,407
+22% +$313K 0.13% 133
2024
Q1 		$1.26M Buy
19,777
+9,324
+89% +$546K 0.12% 157
2023
Q4 		$635K Buy
10,453
+3,752
+56% +$214K 0.09% 213
2023
Q3 		$384K Buy
6,701
+1,455
+28% +$101K 0.13% 191
2023
Q2 		$389K Buy
5,246
+1,324
+34% +$100K 0.18% 152
2023
Q1 		$302K Buy
+3,922
New +$302K 0.17% 150

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

Atomi Financial Group's NEE Position: Q1 2026 in Review

Atomi Financial Group increased its NextEra Energy (NEE) stake by 0.65% in Q1 2026, buying an estimated $49.2K and bringing the position to 85,498 shares worth $7.94M. The position accounts for 0.24% of the portfolio, ranked #80.

Atomi Financial Group first reported a position in NEE in Q1 2023 and has held it in 13 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Atomi Financial Group held 85,498 shares of NextEra Energy worth $7.94M as of Q1 2026.
  • Atomi Financial Group bought 553 NextEra Energy shares in Q1 2026, an estimated $49.2K.
  • NextEra Energy made up 0.24% of Atomi Financial Group's portfolio in Q1 2026, its #80 holding.
  • Atomi Financial Group first reported a position in NextEra Energy in Q1 2023 and has held it in 13 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.