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YHB Investment Advisors’s NextEra Energy NEE Stock Holding History

YHB 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 		$9.72M Buy
110,729
+5,734
+5% +$519K 0.62% 44
2026
Q1 		$9.75M Buy
104,995
+2,203
+2% +$196K 0.7% 35
2025
Q4 		$8.25M Buy
102,792
+1,065
+1% +$88.2K 0.57% 48
2025
Q3 		$7.68M Sell
101,727
-748
-0.7% -$54.7K 0.56% 46
2025
Q2 		$7.11M Sell
102,475
-160
-0.2% -$11.1K 0.55% 50
2025
Q1 		$7.28M Buy
102,635
+2,279
+2% +$161K 0.61% 43
2024
Q4 		$7.19M Sell
100,356
-2,441
-2% -$190K 0.59% 41
2024
Q3 		$8.69M Buy
102,797
+1,748
+2% +$136K 0.72% 36
2024
Q2 		$7.16M Buy
101,049
+1,414
+1% +$100K 0.62% 41
2024
Q1 		$6.37M Buy
99,635
+1,638
+2% +$96K 0.56% 47
2023
Q4 		$5.95M Sell
97,997
-10,367
-10% -$591K 0.58% 45
2023
Q3 		$6.21M Sell
108,364
-1,211
-1% -$83.8K 0.57% 46
2023
Q2 		$8.13M Sell
109,575
-527
-0.5% -$39.9K 0.76% 35
2023
Q1 		$8.49M Buy
110,102
+816
+0.7% +$62.8K 0.85% 28
2022
Q4 		$9.14M Sell
109,286
-453
-0.4% -$36.6K 0.97% 27
2022
Q3 		$8.61M Sell
109,739
-307
-0.3% -$26K 0.96% 25
2022
Q2 		$8.52M Buy
110,046
+1,856
+2% +$141K 0.9% 31
2022
Q1 		$9.16M Sell
108,190
-6,909
-6% -$554K 0.81% 32
2021
Q4 		$10.7M Sell
115,099
-31
-0% -$2.68K 0.85% 31
2021
Q3 		$9.04M Buy
115,130
+315
+0.3% +$25.4K 0.78% 33
2021
Q2 		$8.41M Sell
114,815
-85
-0.1% -$6.38K 0.72% 38
2021
Q1 		$9.3M Sell
114,900
-1,034
-0.9% -$80.7K 0.81% 35
2020
Q4 		$8.94M Sell
115,934
-1,318
-1% -$98.6K 0.85% 32
2020
Q3 		$8.14M Sell
117,252
-11,964
-9% -$826K 0.88% 32
2020
Q2 		$7.76M Sell
129,216
-2,088
-2% -$125K 1.12% 27
2020
Q1 		$7.9M Sell
131,304
-952
-0.7% -$59.8K 1.36% 22
2019
Q4 		$8.01M Sell
132,256
-524
-0.4% -$30.6K 1.14% 27
2019
Q3 		$7.73M Buy
132,780
+2,872
+2% +$155K 1.18% 26
2019
Q2 		$6.65M Sell
129,908
-6,460
-5% -$318K 1.06% 31
2019
Q1 		$6.59M Sell
136,368
-4,244
-3% -$194K 1.03% 31
2018
Q4 		$6.11M Buy
140,612
+15,936
+13% +$697K 1.09% 31
2018
Q3 		$5.22M Sell
124,676
-792
-0.6% -$33.7K 0.79% 39
2018
Q2 		$5.24M Buy
125,468
+1,584
+1% +$64K 0.86% 36
2018
Q1 		$5.06M Buy
123,884
+692
+0.6% +$26.7K 0.86% 35
2017
Q4 		$4.81M Sell
123,192
-544
-0.4% -$21K 0.82% 39
2017
Q3 		$4.53M Sell
123,736
-14,792
-11% -$542K 0.81% 40
2017
Q2 		$4.85M Buy
138,528
+16,716
+14% +$571K 0.83% 33
2017
Q1 		$4.07M Buy
121,812
+2,164
+2% +$68K 0.78% 40
2016
Q4 		$3.57M Buy
119,648
+468
+0.4% +$14K 0.74% 45
2016
Q3 		$3.65M Buy
119,180
+1,076
+0.9% +$33.9K 0.88% 37
2016
Q2 		$3.85M Sell
118,104
-4,996
-4% -$150K 0.85% 41
2016
Q1 		$3.64M Sell
123,100
-1,364
-1% -$38.3K 0.98% 32
2015
Q4 		$3.23M Sell
124,464
-1,468
-1% -$37.1K 0.73% 44
2015
Q3 		$3.07M Buy
125,932
+184
+0.1% +$4.68K 0.73% 42
2015
Q2 		$3.08M Buy
125,748
+3,664
+3% +$93.1K 0.67% 49
2015
Q1 		$3.18M Buy
122,084
+7,636
+7% +$201K 0.71% 49
2014
Q4 		$3.04M Sell
114,448
-68
-0.1% -$1.72K 0.7% 51
2014
Q3 		$2.69M Buy
114,516
+1,640
+1% +$39.6K 0.65% 57
2014
Q2 		$2.89M Buy
112,876
+2,528
+2% +$61.5K 0.7% 57
2014
Q1 		$2.64M Buy
110,348
+13,144
+14% +$298K 0.67% 58
2013
Q4 		$2.08M Buy
97,204
+5,744
+6% +$121K 0.56% 64
2013
Q3 		$1.83M Buy
91,460
+1,500
+2% +$31K 0.54% 62
2013
Q2 		$1.83M Buy
+89,960
New +$1.78M 0.57% 57

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

YHB Investment Advisors's NEE Position: Q2 2026 in Review

YHB Investment Advisors increased its NextEra Energy (NEE) stake by 5.5% in Q2 2026, buying an estimated $519K and bringing the position to 110,729 shares worth $9.72M. The position accounts for 0.62% of the portfolio, ranked #44.

YHB Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.7M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • YHB Investment Advisors held 110,729 shares of NextEra Energy worth $9.72M as of Q2 2026.
  • YHB Investment Advisors bought 5,734 NextEra Energy shares in Q2 2026, an estimated $519K.
  • NextEra Energy made up 0.62% of YHB Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • YHB Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's NextEra Energy position peaked at $10.7M in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.