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Guardian Wealth Advisors (North Carolina)’s NextEra Energy NEE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.06M Sell
11,449
-520
-4% -$46.2K 0.07% 152
2025
Q4 		$961K Buy
11,969
+96
+0.8% +$7.95K 0.06% 160
2025
Q3 		$896K Sell
11,873
-121
-1% -$8.84K 0.06% 156
2025
Q2 		$833K Buy
11,994
+88
+0.7% +$6.11K 0.06% 159
2025
Q1 		$844K Buy
11,906
+108
+0.9% +$7.62K 0.07% 141
2024
Q4 		$846K Buy
11,798
+1,211
+11% +$94.1K 0.07% 147
2024
Q3 		$895K Sell
10,587
-392
-4% -$30.6K 0.1% 114
2024
Q2 		$777K Buy
10,979
+197
+2% +$14K 0.09% 117
2024
Q1 		$689K Buy
10,782
+901
+9% +$52.8K 0.08% 127
2023
Q4 		$600K Buy
9,881
+604
+7% +$34.4K 0.09% 117
2023
Q3 		$531K Buy
9,277
+757
+9% +$52.4K 0.09% 118
2023
Q2 		$632K Sell
8,520
-349
-4% -$26.4K 0.11% 103
2023
Q1 		$684K Sell
8,869
-278
-3% -$21.4K 0.12% 97
2022
Q4 		$765K Sell
9,147
-227
-2% -$18.3K 0.15% 84
2022
Q3 		$735K Sell
9,374
-356
-4% -$30.2K 0.14% 86
2022
Q2 		$754K Buy
9,730
+4,247
+77% +$323K 0.14% 81
2022
Q1 		$464K Buy
5,483
+213
+4% +$17.1K 0.2% 92
2021
Q4 		$492K Buy
+5,270
New +$455K 0.21% 91

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

Guardian Wealth Advisors (North Carolina)'s NEE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its NextEra Energy (NEE) stake by 4.3% in Q1 2026, selling an estimated $46.2K and leaving 11,449 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #152.

Guardian Wealth Advisors (North Carolina) first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 11,449 shares of NextEra Energy worth $1.06M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 520 NextEra Energy shares in Q1 2026, an estimated $46.2K.
  • NextEra Energy made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #152 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.