Guardian Partners’s NextEra Energy NEE Stock Holding History

Guardian Partners’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
2025 Q1	–	Sell	-14,700	Closed	-$1.04M	–	174
2024 Q4	$1.04M	Buy	+14,700	New	+$1.14M	0.11%	107

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Partners's NEE Position: Q1 2025 in Review

Guardian Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 14,700 shares — an estimated $1.04M sold.

Guardian Partners first reported a position in NEE in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Guardian Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Guardian Partners sold 14,700 NextEra Energy shares in Q1 2025, an estimated $1.04M.
Guardian Partners first reported a position in NextEra Energy in Q4 2024 and held it in 1 quarter.
Guardian Partners's NextEra Energy position peaked at $1.04M in Q4 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Guardian Partners's 13F filing for Q1 2025, filed 16 May 2025.