Atria Investments’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Sell |
154,773
-18,049
| -10% | -$1.6M | 0.16% | 126 |
|
|
2025
Q4 | $13.9M | Buy |
172,822
+11,296
| +7% | +$936K | 0.16% | 125 |
|
|
2025
Q3 | $12.2M | Buy |
161,526
+5,742
| +4% | +$420K | 0.14% | 146 |
|
|
2025
Q2 | $10.8M | Sell |
155,784
-5,900
| -4% | -$410K | 0.13% | 177 |
|
|
2025
Q1 | $11.5M | Buy |
161,684
+9,201
| +6% | +$649K | 0.15% | 157 |
|
|
2024
Q4 | $10.9M | Sell |
152,483
-3,177
| -2% | -$247K | 0.14% | 173 |
|
|
2024
Q3 | $13.2M | Buy |
155,660
+1,295
| +0.8% | +$101K | 0.16% | 136 |
|
|
2024
Q2 | $10.9M | Buy |
154,365
+25,948
| +20% | +$1.84M | 0.14% | 158 |
|
|
2024
Q1 | $8.21M | Buy |
128,417
+2,935
| +2% | +$172K | 0.11% | 209 |
|
|
2023
Q4 | $7.62M | Buy |
125,482
+10,293
| +9% | +$587K | 0.12% | 206 |
|
|
2023
Q3 | $6.6M | Sell |
115,189
-7,731
| -6% | -$535K | 0.12% | 213 |
|
|
2023
Q2 | $9.12M | Buy |
122,920
+1,250
| +1% | +$94.6K | 0.16% | 145 |
|
|
2023
Q1 | $9.38M | Sell |
121,670
-20,692
| -15% | -$1.59M | 0.18% | 141 |
|
|
2022
Q4 | $11.9M | Buy |
142,362
+6,269
| +5% | +$506K | 0.24% | 92 |
|
|
2022
Q3 | $10.7M | Buy |
136,093
+5,867
| +5% | +$498K | 0.24% | 94 |
|
|
2022
Q2 | $10.1M | Sell |
130,226
-16,568
| -11% | -$1.26M | 0.21% | 105 |
|
|
2022
Q1 | $12.4M | Buy |
146,794
+18,447
| +14% | +$1.48M | 0.22% | 106 |
|
|
2021
Q4 | $12M | Sell |
128,347
-294
| -0.2% | -$25.4K | 0.21% | 110 |
|
|
2021
Q3 | $10.1M | Buy |
128,641
+8,528
| +7% | +$688K | 0.18% | 129 |
|
|
2021
Q2 | $8.8M | Buy |
120,113
+20,959
| +21% | +$1.57M | 0.17% | 136 |
|
|
2021
Q1 | $7.5M | Buy |
99,154
+1,250
| +1% | +$97.6K | 0.17% | 138 |
|
|
2020
Q4 | $7.55M | Buy |
97,904
+4,148
| +4% | +$310K | 0.18% | 134 |
|
|
2020
Q3 | $6.51M | Buy |
93,756
+6,028
| +7% | +$416K | 0.2% | 118 |
|
|
2020
Q2 | $5.27M | Sell |
87,728
-3,000
| -3% | -$180K | 0.18% | 142 |
|
|
2020
Q1 | $5.46M | Buy |
90,728
+39,924
| +79% | +$2.51M | 0.42% | 59 |
|
|
2019
Q4 | $3.08M | Buy |
50,804
+13,220
| +35% | +$772K | 0.08% | 213 |
|
|
2019
Q3 | $2.19M | Buy |
37,584
+25,488
| +211% | +$1.38M | 0.08% | 213 |
|
|
2019
Q2 | $655K | Buy |
12,096
+3,416
| +39% | +$168K | 0.02% | 507 |
|
|
2019
Q1 | $419K | Sell |
8,680
-14,540
| -63% | -$665K | 0.02% | 581 |
|
|
2018
Q4 | $1.01M | Sell |
23,220
-5,728
| -20% | -$250K | 0.04% | 298 |
|
|
2018
Q3 | $1.21M | Sell |
28,948
-2,192
| -7% | -$93.3K | 0.05% | 349 |
|
|
2018
Q2 | $1.3M | Buy |
31,140
+2,388
| +8% | +$96.4K | 0.06% | 325 |
|
|
2018
Q1 | $1.17M | Sell |
28,752
-2,872
| -9% | -$111K | 0.06% | 319 |
|
|
2017
Q4 | $1.24M | Sell |
31,624
-3,288
| -9% | -$127K | 0.06% | 286 |
|
|
2017
Q3 | $1.28M | Buy |
34,912
+2,404
| +7% | +$88.1K | 0.07% | 257 |
|
|
2017
Q2 | $1.14M | Buy |
32,508
+1,632
| +5% | +$55.8K | 0.07% | 272 |
|
|
2017
Q1 | $991K | Buy |
30,876
+576
| +2% | +$18.1K | 0.06% | 261 |
|
|
2016
Q4 | $905K | Buy |
30,300
+2,780
| +10% | +$83.1K | 0.07% | 243 |
|
|
2016
Q3 | $842K | Buy |
27,520
+17,292
| +169% | +$545K | 0.08% | 226 |
|
|
2016
Q2 | $327K | Buy |
+10,228
| New | +$307K | 0.04% | 346 |
|
|
2014
Q4 | – | Sell |
-40,404
| Closed | -$948K | – | 453 |
|
|
2014
Q3 | $948K | Sell |
40,404
-3,720
| -8% | -$89.8K | 0.1% | 178 |
|
|
2014
Q2 | $1.13M | Buy |
+44,124
| New | +$1.07M | 0.11% | 154 |
|
Other funds holding NEE
VCM
VPM
Atria Investments's NEE Position: Q1 2026 in Review
Atria Investments reduced its NextEra Energy (NEE) stake by 10% in Q1 2026, selling an estimated $1.6M and leaving 154,773 shares worth $14.4M. The position accounts for 0.16% of the portfolio, ranked #126.
Atria Investments first reported a position in NEE in Q2 2014 and has held it in 42 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Atria Investments held 154,773 shares of NextEra Energy worth $14.4M as of Q1 2026.
- Atria Investments sold 18,049 NextEra Energy shares in Q1 2026, an estimated $1.6M.
- NextEra Energy made up 0.16% of Atria Investments's portfolio in Q1 2026, its #126 holding.
- Atria Investments first reported a position in NextEra Energy in Q2 2014 and has held it in 42 quarters since.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.