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Mount Yale Investment Advisors’s NextEra Energy NEE Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$13.8M Buy
148,378
+22,002
+17% +$1.96M 0.32% 68
2025
Q4 		$10.1M Buy
126,376
+61,298
+94% +$5.08M 0.49% 46
2025
Q3 		$4.91M Buy
65,078
+7,636
+13% +$558K 0.34% 62
2025
Q2 		$3.99M Sell
57,442
-7,935
-12% -$551K 0.31% 64
2025
Q1 		$4.63M Sell
65,377
-5,971
-8% -$421K 0.4% 40
2024
Q4 		$5.11M Buy
71,348
+47,562
+200% +$3.69M 0.41% 38
2024
Q3 		$2.01M Sell
23,786
-471
-2% -$36.8K 0.19% 118
2024
Q2 		$1.72M Sell
24,257
-116,810
-83% -$8.29M 0.14% 146
2024
Q1 		$9.02M Buy
141,067
+3,082
+2% +$181K 0.69% 16
2023
Q4 		$8.38M Buy
137,985
+124,460
+920% +$7.09M 0.8% 11
2023
Q3 		$775K Buy
13,525
+202
+2% +$14K 0.08% 226
2023
Q2 		$989K Buy
13,323
+2,069
+18% +$157K 0.1% 194
2023
Q1 		$867K Sell
11,254
-9,487
-46% -$730K 0.1% 211
2022
Q4 		$1.73M Buy
20,741
+3,439
+20% +$278K 0.2% 118
2022
Q3 		$1.36M Buy
17,302
+1,826
+12% +$155K 0.18% 125
2022
Q2 		$1.2M Buy
15,476
+799
+5% +$60.8K 0.15% 154
2022
Q1 		$1.24M Buy
14,677
+112
+0.8% +$8.98K 0.14% 167
2021
Q4 		$1.36M Buy
14,565
+1,010
+7% +$87.3K 0.14% 156
2021
Q3 		$1.06M Buy
+13,555
New +$1.09M 0.12% 185
2021
Q1 		– Sell
-2,835
Closed -$219K – 439
2020
Q4 		$219K Sell
2,835
-485
-15% -$36.3K 0.03% 362
2020
Q3 		$230K Buy
+3,320
New +$229K 0.03% 309

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's NEE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its NextEra Energy (NEE) stake by 17% in Q1 2026, buying an estimated $1.96M and bringing the position to 148,378 shares worth $13.8M. The position accounts for 0.32% of the portfolio, ranked #68.

Mount Yale Investment Advisors first reported a position in NEE in Q3 2020 and has held it in 21 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Mount Yale Investment Advisors held 148,378 shares of NextEra Energy worth $13.8M as of Q1 2026.
  • Mount Yale Investment Advisors bought 22,002 NextEra Energy shares in Q1 2026, an estimated $1.96M.
  • NextEra Energy made up 0.32% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #68 holding.
  • Mount Yale Investment Advisors first reported a position in NextEra Energy in Q3 2020 and has held it in 21 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.