Guerra Pan Advisors’s NextEra Energy NEE Stock Holding History

Guerra Pan 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
2026 Q2	$405K	Sell	4,617 -3,432	-43%	-$310K	0.23%	78
2026 Q1	$748K	Hold	8,049	–	–	0.46%	47
2025 Q4	$646K	Sell	8,049 -14	-0.2%	-$1.16K	0.38%	55
2025 Q3	$609K	Sell	8,063 -188	-2%	-$13.7K	0.37%	57
2025 Q2	$573K	Buy	8,251 +436	+6%	+$30.3K	0.38%	56
2025 Q1	$554K	Sell	7,815 -40	-0.5%	-$2.82K	0.43%	56
2024 Q4	$563K	Hold	7,855	–	–	0.41%	58
2024 Q3	$664K	Hold	7,855	–	–	0.53%	52
2024 Q2	$556K	Hold	7,855	–	–	0.47%	52
2024 Q1	$502K	Sell	7,855 -624	-7%	-$36.6K	0.46%	58
2023 Q4	$515K	Sell	8,479 -137	-2%	-$7.81K	0.49%	57
2023 Q3	$494K	Sell	8,616 -99	-1%	-$6.85K	0.57%	53
2023 Q2	$647K	Sell	8,715 -220	-2%	-$16.7K	0.72%	45
2023 Q1	$689K	Hold	8,935	–	–	0.86%	37
2022 Q4	$747K	Hold	8,935	–	–	1.02%	33
2022 Q3	$686K	Buy	8,935 +83	+0.9%	+$7.04K	1%	32
2022 Q2	$748K	Hold	8,852	–	–	0.93%	36
2022 Q1	$649K	Hold	8,852	–	–	0.78%	42
2021 Q4	$826K	Buy	+8,852	New	+$765K	0.82%	38

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guerra Pan Advisors's NEE Position: Q2 2026 in Review

Guerra Pan Advisors reduced its NextEra Energy (NEE) stake by 43% in Q2 2026, selling an estimated $310K and leaving 4,617 shares worth $405K. The position accounts for 0.23% of the portfolio, ranked #78.

Guerra Pan Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $826K in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Guerra Pan Advisors held 4,617 shares of NextEra Energy worth $405K as of Q2 2026.
Guerra Pan Advisors sold 3,432 NextEra Energy shares in Q2 2026, an estimated $310K.
NextEra Energy made up 0.23% of Guerra Pan Advisors's portfolio in Q2 2026, its #78 holding.
Guerra Pan Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's NextEra Energy position peaked at $826K in Q4 2021.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.