Roberts Wealth Advisors
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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
Q3 		$5.95M Buy
78,492
+1,642
+2% +$139K 1.33% 21
2026
Q2 		$6.75M Buy
76,850
+1,787
+2% +$162K 1.53% 19
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% -$9.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Roberts Wealth Advisors's NEE Position: Q3 2026 in Review

Roberts Wealth Advisors increased its NextEra Energy (NEE) stake by 2.1% in Q3 2026, buying an estimated $139K and bringing the position to 78,492 shares worth $5.95M. The position accounts for 1.33% of the portfolio, ranked #21.

Roberts Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.7M in Q4 2023. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Roberts Wealth Advisors held 78,492 shares of NextEra Energy worth $5.95M as of Q3 2026.
  • Roberts Wealth Advisors bought 1,642 NextEra Energy shares in Q3 2026, an estimated $139K.
  • NextEra Energy made up 1.33% of Roberts Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • Roberts Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
  • Roberts Wealth Advisors's NextEra Energy position peaked at $11.7M in Q4 2023.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.