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Roehl & Yi Investment Advisors’s NextEra Energy NEE Stock Holding History

Roehl & Yi 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 		$32.7K Sell
15,466
-6
-0% -$533 0.01% 177
2025
Q4 		$30.9K Sell
15,472
-51
-0.3% -$4.22K 0.01% 169
2025
Q3 		$33.8K Buy
+15,523
New +$1.13M 0.01% 165

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

Roehl & Yi Investment Advisors's NEE Position: Q1 2026 in Review

Roehl & Yi Investment Advisors reduced its NextEra Energy (NEE) stake by 0.04% in Q1 2026, selling an estimated $533 and leaving 15,466 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #177.

Roehl & Yi Investment Advisors first reported a position in NEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.8K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Roehl & Yi Investment Advisors held 15,466 shares of NextEra Energy worth $32.7K as of Q1 2026.
  • Roehl & Yi Investment Advisors sold 6 NextEra Energy shares in Q1 2026, an estimated $533.
  • NextEra Energy made up 0.01% of Roehl & Yi Investment Advisors's portfolio in Q1 2026, its #177 holding.
  • Roehl & Yi Investment Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 3 quarters since.
  • Roehl & Yi Investment Advisors's NextEra Energy position peaked at $33.8K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.