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Roberts Wealth Advisors’s NextEra Energy NEE Stock Holding History

Roberts Wealth 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 		$6.97M Buy
75,063
+1,486
+2% +$132K 1.77% 15
2025
Q4 		$5.91M Sell
73,577
-384
-0.5% -$31.8K 1.54% 16
2025
Q3 		$5.58M Buy
73,961
+864
+1% +$63.1K 1.48% 16
2025
Q2 		$5.07M Sell
73,097
-139
-0.2% -$9.65K 1.46% 22
2025
Q1 		$5.19M Buy
73,236
+217
+0.3% +$15.3K 1.6% 18
2024
Q4 		$5.06M Buy
73,019
+3,796
+5% +$295K 1.54% 18
2024
Q3 		$5.57M Buy
69,223
+2,454
+4% +$192K 1.8% 15
2024
Q2 		$4.82M Buy
66,769
+407
+0.6% +$28.9K 1.64% 17
2024
Q1 		$4.16M Buy
66,362
+1,884
+3% +$110K 1.56% 19
2023
Q4 		$11.7M Buy
64,478
+23,798
+59% +$1.36M 1.83% 22
2023
Q3 		$2.21M Buy
40,680
+36,418
+854% +$2.52M 0.97% 35
2023
Q2 		$316K Buy
4,262
+14
+0.3% +$1.06K 0.14% 74
2023
Q1 		$328K Sell
4,248
-1,173
-22% -$90.2K 0.15% 75
2022
Q4 		$454K Buy
+5,421
New +$438K 0.22% 71

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

Roberts Wealth Advisors's NEE Position: Q1 2026 in Review

Roberts Wealth Advisors increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $132K and bringing the position to 75,063 shares worth $6.97M. The position accounts for 1.77% of the portfolio, ranked #15.

Roberts Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2023. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Roberts Wealth Advisors held 75,063 shares of NextEra Energy worth $6.97M as of Q1 2026.
  • Roberts Wealth Advisors bought 1,486 NextEra Energy shares in Q1 2026, an estimated $132K.
  • NextEra Energy made up 1.77% of Roberts Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Roberts Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 14 quarters since.
  • Roberts Wealth Advisors's NextEra Energy position peaked at $11.7M in Q4 2023.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.