YHB Investment Advisors, Inc.

Position in NEE — Nextera Energy Inc

CIK 1469219 West Hartford, CT

Position in NEE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$9,718,684

-$33,251 QoQ

Shares Held

110,729

+5.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#582

of 3,000 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $10,676,727 across 4 Utilities - Regulated Electric names. NEE ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	110,729	$9,718,684
2	ETR	Entergy Corp /De/	2,962	$340,215
3	SO	Southern Co	3,338	$319,479
4	DUK	Duke Energy CORP	2,357	$298,349

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,718,684	110,729	+5.5%	Shares	Sole	2026-07-14
2026-03-31	$9,751,935	104,995	+2.1%	Shares	Sole	2026-04-13
2025-12-31	$8,252,141	102,792	+1.0%	Shares	Sole	2026-01-16
2025-09-30	$7,679,371	101,727	-0.7%	Shares	Sole	2025-10-08
2025-06-30	$7,113,814	102,475	-0.2%	Shares	Sole	2025-07-10
2025-03-31	$7,275,795	102,635	+2.3%	Shares	Sole	2025-04-23
2024-12-31	$7,194,521	100,356	-2.4%	Shares	Sole	2025-01-22
2024-09-30	$8,689,430	102,797	+1.7%	Shares	Sole	2024-10-22
2024-06-30	$7,155,279	101,049	+1.4%	Shares	Sole	2024-08-01
2024-03-31	$6,367,672	99,635	+1.7%	Shares	Sole	2024-08-15
2023-12-31	$5,952,337	97,997	-9.6%	Shares	Sole	2024-01-29
2023-09-30	$6,208,173	108,364	-1.1%	Shares	Sole	2023-10-23
2023-06-30	$8,130,465	109,575	-0.5%	Shares	Sole	2023-08-10
2023-03-31	$8,486,662	110,102	+0.7%	Shares	Sole	2023-05-08
2022-12-31	$9,136,309	109,286	-0.4%	Shares	Sole	2023-01-12
2022-09-30	$8,604,634	109,739	-0.3%	Shares	Sole	2022-11-03
2022-06-30	$8,524,163	110,046	+1.7%	Shares	Sole	2022-07-14
2022-03-31	$9,164,774	108,190	-6.0%	Shares	Sole	2022-04-14
2021-12-31	$10,745,642	115,099	-0.0%	Shares	Sole	2022-01-18
2021-09-30	$9,040,007	115,130	+0.3%	Shares	Sole	2021-10-28
2021-06-30	$8,413,643	114,815	-0.1%	Shares	Sole	2021-07-15
2021-03-31	$8,687,589	114,900	-0.9%	Shares	Sole	2021-04-22
2020-12-31	$8,944,308	115,934	+295.5%	Shares	Sole	2021-01-21
2020-09-30	$8,136,116	29,313	-9.3%	Shares	Sole	2020-11-02
2020-06-30	$7,758,451	32,304	-1.6%	Shares	Sole	2020-07-20
2020-03-31	$7,898,592	32,826	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.