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Constant Guidance Financial’s NextEra Energy NEE Stock Holding History

Constant Guidance Financial’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Buy
+2,303
New +$205K 0.15% 38
2025
Q3 		– Sell
-2,303
Closed -$160K – 46
2025
Q2 		$160K Sell
2,303
-1,274
-36% -$88.5K 0.16% 37
2025
Q1 		$254K Buy
+3,577
New +$252K 0.32% 29

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Constant Guidance Financial's NEE Position: Q1 2026 in Review

Constant Guidance Financial opened a new position in NextEra Energy (NEE) in Q1 2026: 2,303 shares worth $214K. The stake represents 0.15% of the portfolio and ranks #38 among its holdings. This is a return to the name: Constant Guidance Financial previously reported a position in NEE as recently as Q2 2025.

Constant Guidance Financial first reported a position in NEE in Q1 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Constant Guidance Financial held 2,303 shares of NextEra Energy worth $214K as of Q1 2026.
  • NextEra Energy was a new Constant Guidance Financial position in Q1 2026.
  • NextEra Energy made up 0.15% of Constant Guidance Financial's portfolio in Q1 2026, its #38 holding.
  • Constant Guidance Financial first reported a position in NextEra Energy in Q1 2025 and has held it in 3 quarters since.
  • Constant Guidance Financial's NextEra Energy position peaked at $254K in Q1 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.