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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
2018
Q3 		– Sell
-2,400
Closed -$1K – 985
2018
Q2 		$1K Buy
+2,400
New +$96.9K ﹤0.01% 932

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's NEE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its NextEra Energy (NEE) stake by 9.5% in Q2 2026, buying an estimated $1.27M and bringing the position to 162,426 shares worth $14.3M. The position accounts for 0.26% of the portfolio, ranked #83.

Mount Yale Investment Advisors first reported a position in NEE in Q3 2020 and has held it in 22 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Mount Yale Investment Advisors held 162,426 shares of NextEra Energy worth $14.3M as of Q2 2026.
  • Mount Yale Investment Advisors bought 14,048 NextEra Energy shares in Q2 2026, an estimated $1.27M.
  • NextEra Energy made up 0.26% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Mount Yale Investment Advisors first reported a position in NextEra Energy in Q3 2020 and has held it in 22 quarters since.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.