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Guerra Advisors’s NextEra Energy NEE Stock Holding History

Guerra 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
2025
Q3 		$3.25M Buy
43,042
+4,670
+12% +$341K 1.2% 30
2025
Q2 		$2.66M Sell
38,372
-14,546
-27% -$1.01M 1.26% 26
2025
Q1 		$3.75M Buy
52,918
+14,580
+38% +$1.03M 2.1% 16
2024
Q4 		$2.75M Buy
+38,338
New +$2.98M 1.52% 15

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Guerra Advisors's NEE Position: Q3 2025 in Review

Guerra Advisors increased its NextEra Energy (NEE) stake by 12% in Q3 2025, buying an estimated $341K and bringing the position to 43,042 shares worth $3.25M. The position accounts for 1.2% of the portfolio, ranked #30.

Guerra Advisors first reported a position in NEE in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.75M in Q1 2025. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Guerra Advisors held 43,042 shares of NextEra Energy worth $3.25M as of Q3 2025.
  • Guerra Advisors bought 4,670 NextEra Energy shares in Q3 2025, an estimated $341K.
  • NextEra Energy made up 1.2% of Guerra Advisors's portfolio in Q3 2025, its #30 holding.
  • Guerra Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 4 quarters since.
  • Guerra Advisors's NextEra Energy position peaked at $3.75M in Q1 2025.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.