Guardian Asset Advisors’s NextEra Energy NEE Stock Holding History

Guardian Asset Advisors’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	$413K	Buy	+4,704	New	+$426K	0.19%	84

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Guardian Asset Advisors's NEE Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 4,704 shares worth $413K. The stake represents 0.19% of the portfolio and ranks #84 among its holdings.

1,082 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Guardian Asset Advisors held 4,704 shares of NextEra Energy worth $413K as of Q2 2026.
NextEra Energy was a new Guardian Asset Advisors position in Q2 2026.
NextEra Energy made up 0.19% of Guardian Asset Advisors's portfolio in Q2 2026, its #84 holding.
1,082 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.