AFG
NEE icon

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
Q2 		$6.45M Sell
73,527
-11,971
-14% -$1.08M 0.17% 114
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atomi Financial Group's NEE Position: Q2 2026 in Review

Atomi Financial Group reduced its NextEra Energy (NEE) stake by 14% in Q2 2026, selling an estimated $1.08M and leaving 73,527 shares worth $6.45M. The position accounts for 0.17% of the portfolio, ranked #114.

Atomi Financial Group first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.94M in Q1 2026. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Atomi Financial Group held 73,527 shares of NextEra Energy worth $6.45M as of Q2 2026.
  • Atomi Financial Group sold 11,971 NextEra Energy shares in Q2 2026, an estimated $1.08M.
  • NextEra Energy made up 0.17% of Atomi Financial Group's portfolio in Q2 2026, its #114 holding.
  • Atomi Financial Group first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's NextEra Energy position peaked at $7.94M in Q1 2026.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.