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Guardian Capital Advisors (Canada)’s NextEra Energy NEE Stock Holding History

Guardian Capital Advisors (Canada)’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
2024
Q3 		$802K Buy
9,400
+3,500
+59% +$273K 0.08% 117
2024
Q2 		$430K Buy
+5,900
New +$419K 0.05% 135

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s NEE Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its NextEra Energy (NEE) stake by 59% in Q3 2024, buying an estimated $273K and bringing the position to 9,400 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #117.

Guardian Capital Advisors (Canada) first reported a position in NEE in Q2 2024 and has held it in 2 quarters since. 2,666 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 9,400 shares of NextEra Energy worth $802K as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 3,500 NextEra Energy shares in Q3 2024, an estimated $273K.
  • NextEra Energy made up 0.08% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #117 holding.
  • Guardian Capital Advisors (Canada) first reported a position in NextEra Energy in Q2 2024 and has held it in 2 quarters since.
  • 2,666 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.