Roberts Wealth Advisors, LLC's ownership history for NEE


Roberts Wealth Advisors, LLC currently holds 73.6K shares with a market value of $5.9M. It started holding NEE on 2024-09-30. At its peak, it held 74.0K shares on 2025-09-30. Its highest holding value was $5.9M on 2025-12-31. At its lowest, it held 69.2K shares on 2024-09-30, with a value of $5.1M on 2024-12-31. In the recent 180 days, Roberts Wealth Advisors, LLC has increased its shares by 480. In the recent year, Roberts Wealth Advisors, LLC has increased its shares by 558.


Roberts Wealth Advisors, LLC's ownership history for NEE