Atticus Wealth Management
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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
Q3 		$1.6M Buy
21,096
+451
+2% +$38.1K 0.35% 47
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% -$9.5K 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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Atticus Wealth Management's NEE Position: Q3 2026 in Review

Atticus Wealth Management increased its NextEra Energy (NEE) stake by 2.2% in Q3 2026, buying an estimated $38.1K and bringing the position to 21,096 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #47.

Atticus Wealth Management first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.99M in Q4 2021. 1,541 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Atticus Wealth Management held 21,096 shares of NextEra Energy worth $1.6M as of Q3 2026.
  • Atticus Wealth Management bought 451 NextEra Energy shares in Q3 2026, an estimated $38.1K.
  • NextEra Energy made up 0.35% of Atticus Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Atticus Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's NextEra Energy position peaked at $1.99M in Q4 2021.
  • 1,541 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.