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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
Q2 		$211K Buy
2,403
+100
+4% +$9.05K 0.13% 66
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Constant Guidance Financial's NEE Position: Q2 2026 in Review

Constant Guidance Financial increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $9.05K and bringing the position to 2,403 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #66.

Constant Guidance Financial first reported a position in NEE in Q1 2025 and has held it in 4 quarters since. The position peaked at $254K in Q1 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Constant Guidance Financial held 2,403 shares of NextEra Energy worth $211K as of Q2 2026.
  • Constant Guidance Financial bought 100 NextEra Energy shares in Q2 2026, an estimated $9.05K.
  • NextEra Energy made up 0.13% of Constant Guidance Financial's portfolio in Q2 2026, its #66 holding.
  • Constant Guidance Financial first reported a position in NextEra Energy in Q1 2025 and has held it in 4 quarters since.
  • Constant Guidance Financial's NextEra Energy position peaked at $254K in Q1 2025.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Constant Guidance Financial's 13F filing for Q2 2026, filed 12 Aug 2026.