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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
Q2 		$22.3K Sell
15,358
-108
-0.7% -$9.77K 0.01% 193
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 $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 $3.38T AUM 44.17% 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

Roehl & Yi Investment Advisors's NEE Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its NextEra Energy (NEE) stake by 0.7% in Q2 2026, selling an estimated $9.77K and leaving 15,358 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #193.

Roehl & Yi Investment Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.8K in Q3 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Roehl & Yi Investment Advisors held 15,358 shares of NextEra Energy worth $22.3K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 108 NextEra Energy shares in Q2 2026, an estimated $9.77K.
  • NextEra Energy made up 0.01% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #193 holding.
  • Roehl & Yi Investment Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's NextEra Energy position peaked at $33.8K in Q3 2025.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.