Roehl & Yi Investment Advisors »

Nextera Energy shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Nextera Energy (NEE) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Nextera Energy

Tip: Access up to 7 years of quarterly data

All positions including Nextera Energy held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nextera Energy by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $33k 16k 2.12
2025-09-30 $34k 16k 2.18

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Nextera Energy

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Franklin Resources
Capital Research Global Investors
FMR
Bank of America Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Northern Trust

View all funds holding Nextera Energy