Roberts Wealth Advisors, LLC
- SEC CIK
- 0001885319
- Latest filing
- Jul 29, 2026
NEE holding history
Nextera Energy Inc in every 13F filed by Roberts Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NEE overviewAll 13F holders of NEEFull Q2 2026 holdings
- Shares (Q2 2026)
- 76,850
- Value
- $6.75M
- % of portfolio
- 1.5%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 76,850 | $6.75M | 1.5% | +1,787+2.4% | Added | Holders |
| Q1 2026 | 75,063 | $6.97M | 1.8% | +1,486+2.0% | Added | Holders |
| Q4 2025 | 73,577 | $5.91M | 1.5% | −384−0.5% | Reduced | Holders |
| Q3 2025 | 73,961 | $5.58M | 1.5% | +864+1.2% | Added | Holders |
| Q2 2025 | 73,097 | $5.07M | 1.5% | −139−0.2% | Reduced | Holders |
| Q1 2025 | 73,236 | $5.19M | 1.6% | +217+0.3% | Added | Holders |
| Q4 2024 | 73,019 | $5.06M | 1.5% | +3,796+5.5% | Added | Holders |
| Q3 2024 | 69,223 | $5.57M | 1.8% | +2,454+3.7% | Added | Holders |
| Q2 2024 | 66,769 | $4.82M | 1.6% | +407+0.6% | Added | Holders |
| Q1 2024 | 66,362 | $4.16M | 1.6% | +1,884+2.9% | Added | Holders |
| Q4 2023 | 64,478 | $11.7M | 1.9% | +23,798+58.5% | Added | Holders |
| Q3 2023 | 40,680 | $2.21M | 1.0% | +36,418+854.5% | Added | Holders |
| Q2 2023 | 4,262 | $316.2K | 0.1% | +14+0.3% | Added | Holders |
| Q1 2023 | 4,248 | $327.8K | 0.2% | −1,173−21.6% | Reduced | Holders |
| Q4 2022 | 5,421 | $454.4K | 0.2% | +5,421 | New | Holders |