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Atticus Wealth Management’s NextEra Energy NEE Stock Holding History

Atticus Wealth Management’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 		$1.81M Sell
20,645
-390
-2% -$35.3K 0.43% 47
2026
Q1 		$1.95M Sell
21,035
-1,170
-5% -$104K 0.53% 35
2025
Q4 		$1.78M Buy
22,205
+37
+0.2% +$3.06K 0.44% 43
2025
Q3 		$1.67M Sell
22,168
-1,530
-6% -$112K 0.42% 44
2025
Q2 		$1.65M Buy
23,698
+3,598
+18% +$250K 0.44% 38
2025
Q1 		$1.42M Sell
20,100
-1,105
-5% -$78K 0.47% 36
2024
Q4 		$1.52M Buy
21,205
+18
+0.1% +$1.4K 0.47% 33
2024
Q3 		$1.79M Buy
21,187
+2,807
+15% +$219K 0.58% 31
2024
Q2 		$1.3M Sell
18,380
-33
-0.2% -$2.34K 0.43% 35
2024
Q1 		$1.18M Sell
18,413
-163
-0.9% -$9.55K 0.38% 39
2023
Q4 		$1.13M Sell
18,576
-2,075
-10% -$118K 0.4% 36
2023
Q3 		$1.18M Sell
20,651
-649
-3% -$44.9K 0.45% 33
2023
Q2 		$1.58M Buy
21,300
+76
+0.4% +$5.75K 0.58% 30
2023
Q1 		$1.64M Sell
21,224
-522
-2% -$40.1K 0.62% 26
2022
Q4 		$1.82M Buy
21,746
+102
+0.5% +$8.24K 0.75% 24
2022
Q3 		$1.68M Hold
21,644
– – 0.81% 23
2022
Q2 		$1.68M Buy
21,644
+265
+1% +$20.2K 0.7% 29
2022
Q1 		$1.81M Buy
21,379
+78
+0.4% +$6.25K 0.66% 30
2021
Q4 		$1.99M Buy
21,301
+1,264
+6% +$109K 0.78% 29
2021
Q3 		$1.57M Sell
20,037
-26
-0.1% -$2.1K 0.69% 30
2021
Q2 		$1.47M Buy
20,063
+62
+0.3% +$4.65K 0.64% 35
2021
Q1 		$1.51M Buy
20,001
+83
+0.4% +$6.48K 0.72% 35
2020
Q4 		$1.54M Buy
19,918
+106
+0.5% +$7.93K 0.77% 33
2020
Q3 		$1.38M Buy
19,812
+56
+0.3% +$3.87K 0.82% 30
2020
Q2 		$1.19M Buy
19,756
+556
+3% +$33.3K 0.78% 31
2020
Q1 		$1.16M Sell
19,200
-1,880
-9% -$118K 0.93% 27
2019
Q4 		$1.28M Buy
+21,080
New +$1.23M 0.81% 30

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atticus Wealth Management's NEE Position: Q2 2026 in Review

Atticus Wealth Management reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $35.3K and leaving 20,645 shares worth $1.81M. The position accounts for 0.43% of the portfolio, ranked #47.

Atticus Wealth Management first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Atticus Wealth Management held 20,645 shares of NextEra Energy worth $1.81M as of Q2 2026.
  • Atticus Wealth Management sold 390 NextEra Energy shares in Q2 2026, an estimated $35.3K.
  • NextEra Energy made up 0.43% of Atticus Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Atticus Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's NextEra Energy position peaked at $1.99M in Q4 2021.
  • 1,218 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.