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Atria Wealth Solutions’s NextEra Energy NEE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.35M Sell
33,654
-68,835
-67% -$4.78M 0.05% 376
2025
Q1 		$7.27M Sell
102,489
-25,378
-20% -$1.79M 0.09% 242
2024
Q4 		$9.17M Sell
127,867
-202
-0.2% -$15.7K 0.1% 206
2024
Q3 		$10.8M Sell
128,069
-2,428
-2% -$189K 0.12% 184
2024
Q2 		$9.24M Buy
130,497
+19,689
+18% +$1.4M 0.1% 207
2024
Q1 		$7.08M Buy
110,808
+3,345
+3% +$196K 0.08% 259
2023
Q4 		$6.53M Sell
107,463
-7,922
-7% -$451K 0.08% 244
2023
Q3 		$6.61M Buy
115,385
+8,897
+8% +$616K 0.09% 224
2023
Q2 		$7.9M Buy
106,488
+4,697
+5% +$356K 0.11% 185
2023
Q1 		$7.85M Sell
101,791
-9,116
-8% -$701K 0.12% 175
2022
Q4 		$9.27M Sell
110,907
-1,748
-2% -$141K 0.15% 149
2022
Q3 		$8.83M Buy
112,655
+7,575
+7% +$643K 0.15% 146
2022
Q2 		$8.14M Buy
105,080
+22,042
+27% +$1.68M 0.15% 141
2022
Q1 		$7.03M Buy
+83,038
New +$6.65M 0.12% 186

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's NEE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NextEra Energy (NEE) stake by 67% in Q2 2025, selling an estimated $4.78M and leaving 33,654 shares worth $2.35M. The position accounts for 0.05% of the portfolio, ranked #376.

Atria Wealth Solutions first reported a position in NEE in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.8M in Q3 2024. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Atria Wealth Solutions held 33,654 shares of NextEra Energy worth $2.35M as of Q2 2025.
  • Atria Wealth Solutions sold 68,835 NextEra Energy shares in Q2 2025, an estimated $4.78M.
  • NextEra Energy made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #376 holding.
  • Atria Wealth Solutions first reported a position in NextEra Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's NextEra Energy position peaked at $10.8M in Q3 2024.
  • 2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.