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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guerra Pan Advisors's NEE Position: Q1 2026 in Review

Guerra Pan Advisors held its NextEra Energy (NEE) position steady in Q1 2026 at 8,049 shares worth $748K. The position accounts for 0.46% of the portfolio, ranked #47.

Guerra Pan Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $826K in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Guerra Pan Advisors held 8,049 shares of NextEra Energy worth $748K as of Q1 2026.
Guerra Pan Advisors left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up 0.46% of Guerra Pan Advisors's portfolio in Q1 2026, its #47 holding.
Guerra Pan Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's NextEra Energy position peaked at $826K in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.