Atwood & Palmer’s NextEra Energy NEE Stock Holding History

Atwood & Palmer’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	$842K	Buy	9,596 +80	+0.8%	+$7.24K	0.04%	98
2026 Q1	$884K	Sell	9,516 -100	-1%	-$8.89K	0.05%	96
2025 Q4	$772K	Hold	9,616	–	–	0.04%	100
2025 Q3	$726K	Hold	9,616	–	–	0.04%	102
2025 Q2	$668K	Hold	9,616	–	–	0.04%	104
2025 Q1	$682K	Hold	9,616	–	–	0.05%	99
2024 Q4	$689K	Hold	9,616	–	–	0.05%	100
2024 Q3	$813K	Hold	9,616	–	–	0.06%	91
2024 Q2	$681K	Sell	9,616 -187	-2%	-$13.3K	0.05%	94
2024 Q1	$627K	Sell	9,803 -640	-6%	-$37.5K	0.05%	98
2023 Q4	$634K	Sell	10,443 -229	-2%	-$13.1K	0.05%	98
2023 Q3	$611K	Hold	10,672	–	–	0.05%	95
2023 Q2	$792K	Sell	10,672 -395	-4%	-$29.9K	0.07%	93
2023 Q1	$853K	Hold	11,067	–	–	0.08%	83
2022 Q4	$925K	Hold	11,067	–	–	0.08%	91
2022 Q3	$868K	Sell	11,067 -1,094	-9%	-$92.8K	0.09%	89
2022 Q2	$942K	Buy	12,161 +52	+0.4%	+$3.96K	0.09%	80
2022 Q1	$1.03M	Hold	12,109	–	–	0.09%	81
2021 Q4	$1.13M	Buy	12,109 +100	+0.8%	+$8.64K	0.09%	80
2021 Q3	$943K	Hold	12,009	–	–	0.08%	82
2021 Q2	$880K	Sell	12,009 -858	-7%	-$64.4K	0.08%	83
2021 Q1	$973K	Buy	12,867 +400	+3%	+$31.2K	0.09%	80
2020 Q4	$962K	Sell	12,467 -3,225	-21%	-$241K	0.1%	77
2020 Q3	$1.09M	Hold	15,692	–	–	0.14%	66
2020 Q2	$942K	Hold	15,692	–	–	0.13%	68
2020 Q1	$944K	Sell	15,692 -744	-5%	-$46.8K	0.15%	67
2019 Q4	$995K	Hold	16,436	–	–	0.13%	67
2019 Q3	$957K	Hold	16,436	–	–	0.13%	68
2019 Q2	$842K	Hold	16,436	–	–	0.11%	75
2019 Q1	$794K	Hold	16,436	–	–	0.11%	72
2018 Q4	$714K	Sell	16,436 -860	-5%	-$37.6K	0.11%	72
2018 Q3	$725K	Hold	17,296	–	–	0.09%	75
2018 Q2	$722K	Sell	17,296 -1,360	-7%	-$54.9K	0.1%	73
2018 Q1	$762K	Sell	18,656 -800	-4%	-$30.8K	0.11%	72
2017 Q4	$760K	Sell	19,456 -1,540	-7%	-$59.5K	0.11%	73
2017 Q3	$769K	Sell	20,996 -640	-3%	-$23.4K	0.11%	73
2017 Q2	$758K	Buy	21,636 +2,800	+15%	+$95.7K	0.12%	69
2017 Q1	$604K	Hold	18,836	–	–	0.1%	77
2016 Q4	$563K	Hold	18,836	–	–	0.1%	72
2016 Q3	$576K	Hold	18,836	–	–	0.1%	70
2016 Q2	$614K	Sell	18,836 -4,000	-18%	-$120K	0.11%	74
2016 Q1	$676K	Hold	22,836	–	–	0.12%	75
2015 Q4	$593K	Hold	22,836	–	–	0.11%	85
2015 Q3	$557K	Hold	22,836	–	–	0.11%	87
2015 Q2	$560K	Buy	22,836 +800	+4%	+$20.3K	0.1%	92
2015 Q1	$573K	Hold	22,036	–	–	0.1%	92
2014 Q4	$586K	Hold	22,036	–	–	0.11%	84
2014 Q3	$517K	Buy	22,036 +10,036	+84%	+$242K	0.1%	90
2014 Q2	$307K	Sell	12,000 -11,636	-49%	-$283K	0.08%	94
2014 Q1	$565K	Hold	23,636	–	–	0.13%	72
2013 Q4	$506K	Sell	23,636 -2,000	-8%	-$42.2K	0.12%	75
2013 Q3	$514K	Hold	25,636	–	–	0.14%	67
2013 Q2	$522K	Buy	+25,636	New	+$509K	0.14%	72

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Atwood & Palmer's NEE Position: Q2 2026 in Review

Atwood & Palmer increased its NextEra Energy (NEE) stake by 0.84% in Q2 2026, buying an estimated $7.24K and bringing the position to 9,596 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #98.

Atwood & Palmer first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.13M in Q4 2021. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Atwood & Palmer held 9,596 shares of NextEra Energy worth $842K as of Q2 2026.
Atwood & Palmer bought 80 NextEra Energy shares in Q2 2026, an estimated $7.24K.
NextEra Energy made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #98 holding.
Atwood & Palmer first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's NextEra Energy position peaked at $1.13M in Q4 2021.
982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.