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Roffman Miller Associates’s NextEra Energy NEE Stock Holding History

Roffman Miller Associates’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 		$1.29M Buy
14,731
+105
+0.7% +$9.5K 0.07% 74
2026
Q1 		$1.36M Sell
14,626
-138
-0.9% -$12.3K 0.08% 73
2025
Q4 		$1.19M Buy
14,764
+28
+0.2% +$2.32K 0.06% 72
2025
Q3 		$1.11M Sell
14,736
-285
-2% -$20.8K 0.06% 72
2025
Q2 		$1.04M Buy
15,021
+227
+2% +$15.8K 0.06% 67
2025
Q1 		$1.05M Sell
14,794
-1,120
-7% -$79.1K 0.07% 67
2024
Q4 		$1.14M Sell
15,914
-1,821
-10% -$141K 0.07% 66
2024
Q3 		$1.5M Buy
17,735
+648
+4% +$50.6K 0.09% 65
2024
Q2 		$1.21M Buy
17,087
+194
+1% +$13.8K 0.08% 63
2024
Q1 		$1.08M Sell
16,893
-133
-0.8% -$7.79K 0.07% 66
2023
Q4 		$1.03M Sell
17,026
-1,240
-7% -$70.7K 0.07% 63
2023
Q3 		$1.05M Sell
18,266
-508
-3% -$35.2K 0.08% 63
2023
Q2 		$1.39M Sell
18,774
-1,092
-5% -$82.7K 0.1% 57
2023
Q1 		$1.53M Sell
19,866
-1,856
-9% -$143K 0.12% 56
2022
Q4 		$1.82M Sell
21,722
-324
-1% -$26.2K 0.15% 57
2022
Q3 		$1.73M Sell
22,046
-126
-0.6% -$10.7K 0.16% 57
2022
Q2 		$1.72M Sell
22,172
-5,806
-21% -$442K 0.15% 57
2022
Q1 		$2.37M Sell
27,978
-2,647
-9% -$212K 0.18% 57
2021
Q4 		$2.86M Sell
30,625
-242
-0.8% -$20.9K 0.19% 54
2021
Q3 		$2.42M Buy
30,867
+1,362
+5% +$110K 0.18% 54
2021
Q2 		$2.16M Buy
29,505
+713
+2% +$53.5K 0.16% 56
2021
Q1 		$2.18M Buy
28,792
+1,845
+7% +$144K 0.18% 53
2020
Q4 		$2.08M Buy
26,947
+791
+3% +$59.2K 0.18% 54
2020
Q3 		$1.81M Buy
26,156
+2,264
+9% +$156K 0.18% 54
2020
Q2 		$1.44M Buy
23,892
+8,312
+53% +$498K 0.14% 62
2020
Q1 		$937K Buy
15,580
+4,976
+47% +$313K 0.12% 58
2019
Q4 		$642K Buy
10,604
+3,356
+46% +$196K 0.06% 68
2019
Q3 		$422K Buy
+7,248
New +$392K 0.04% 76

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Roffman Miller Associates's NEE Position: Q2 2026 in Review

Roffman Miller Associates increased its NextEra Energy (NEE) stake by 0.72% in Q2 2026, buying an estimated $9.5K and bringing the position to 14,731 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #74.

Roffman Miller Associates first reported a position in NEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.86M in Q4 2021. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Roffman Miller Associates held 14,731 shares of NextEra Energy worth $1.29M as of Q2 2026.
  • Roffman Miller Associates bought 105 NextEra Energy shares in Q2 2026, an estimated $9.5K.
  • NextEra Energy made up 0.07% of Roffman Miller Associates's portfolio in Q2 2026, its #74 holding.
  • Roffman Miller Associates first reported a position in NextEra Energy in Q3 2019 and has held it in 28 quarters since.
  • Roffman Miller Associates's NextEra Energy position peaked at $2.86M in Q4 2021.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.