MYIA
NEE icon

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 $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. 3,032 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.
  • 3,032 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.