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Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Atlantic Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q2 2026)
200
Value
$17.6K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of NEE by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026200$17.6K<0.1%00.0%UnchangedHolders
Q1 2026200$18.6K<0.1%−15−7.0%ReducedHolders
Q4 2025215$17.3K<0.1%+15+7.5%AddedHolders
Q3 2025200$15.1K<0.1%00.0%UnchangedHolders
Q2 2025200$13.9K<0.1%00.0%UnchangedHolders
Q1 2025200$14.2K<0.1%00.0%UnchangedHolders
Q4 2024200$14.3K<0.1%00.0%UnchangedHolders
Q3 2024200$16.9K<0.1%+200NewHolders