Roehl & Yi Investment Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 2097566 Eugene, OR

Position in NEE

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

Position Value

$22,300

-$10,439 QoQ

Shares Held

15,358

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,903

of 3,000 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $2,310,140 across 5 Utilities - Regulated Electric names. NEE ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,222	$714,658
2	PEG	Public Service Enterprise Group Inc	7,740	$628,178
3	POR	Portland General Electric Co /Or/	11,210	$581,014
4	CNP	Centerpoint Energy Inc	8,265	$363,990
5	NEE	Nextera Energy Inc This page	15,358	$22,300

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,300	15,358	-0.7%	Shares	Sole	2026-08-14
2026-03-31	$32,739	15,466	-0.0%	Shares	Sole	2026-05-14
2025-12-31	$30,852	15,472	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$33,773	15,523	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.