Guardian Wealth Management (Illinois)’s NextEra Energy NEE Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-473	Closed	-$33.5K	–	150
2025 Q1	$33.5K	Buy	473 +4	+0.9%	+$282	0.02%	119
2024 Q4	$33.7K	Buy	469 +3	+0.6%	+$233	0.02%	128
2024 Q3	$39.4K	Buy	466 +3	+0.6%	+$234	0.03%	120
2024 Q2	$32.8K	Buy	463 +3	+0.7%	+$213	0.03%	122
2024 Q1	$29.4K	Buy	460 +4	+0.9%	+$234	0.02%	124
2023 Q4	$27.7K	Sell	456 -24	-5%	-$1.37K	0.02%	129
2023 Q3	$27.5K	Buy	480 +4	+0.8%	+$277	0.03%	122
2023 Q2	$35.3K	Buy	476 +3	+0.6%	+$227	0.03%	115
2023 Q1	$36.5K	Buy	473 +3	+0.6%	+$231	0.04%	117
2022 Q4	$39.3K	Buy	470 +2	+0.4%	+$162	0.04%	124
2022 Q3	$37K	Buy	468 +2	+0.4%	+$170	0.04%	120
2022 Q2	$36K	Buy	466 +3	+0.6%	+$228	0.04%	123
2022 Q1	$39K	Buy	463 +2	+0.4%	+$160	0.04%	130
2021 Q4	$43K	Buy	+461	New	+$39.8K	0.04%	127

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

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

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

Norges Bank Oslo, Norway $935B AUM

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 Wealth Management (Illinois)'s NEE Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 473 shares — an estimated $33.5K sold.

Guardian Wealth Management (Illinois) first reported a position in NEE in Q4 2021 and held it in 14 quarters. The position peaked at $43K in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 473 NextEra Energy shares in Q2 2025, an estimated $33.5K.
Guardian Wealth Management (Illinois) first reported a position in NextEra Energy in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s NextEra Energy position peaked at $43K in Q4 2021.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.