Guidance Capital’s NextEra Energy NEE Stock Holding History

Guidance Capital’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	–	Sell	-16,465	Closed	-$1.4M	–	260
2025 Q4	$1.4M	Buy	16,465 +941	+6%	+$77.9K	0.34%	61
2025 Q3	$1.31M	Buy	15,524 +621	+4%	+$45.4K	0.34%	63
2025 Q2	$1.05M	Buy	14,903 +263	+2%	+$18.3K	0.3%	76
2025 Q1	$982K	Buy	14,640 +674	+5%	+$47.6K	0.3%	70
2024 Q4	$1.02M	Sell	13,966 -702	-5%	-$54.5K	0.31%	60
2024 Q3	$1.24M	Sell	14,668 -753	-5%	-$58.8K	0.39%	50
2024 Q2	$1.18M	Buy	15,421 +672	+5%	+$47.7K	0.39%	50
2024 Q1	$925K	Buy	+14,749	New	+$864K	0.34%	57

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

Guidance Capital's NEE Position: Q1 2026 in Review

Guidance Capital sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 16,465 shares — an estimated $1.4M sold.

Guidance Capital first reported a position in NEE in Q1 2024 and held it in 8 quarters. The position peaked at $1.4M in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Guidance Capital reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Guidance Capital sold 16,465 NextEra Energy shares in Q1 2026, an estimated $1.4M.
Guidance Capital first reported a position in NextEra Energy in Q1 2024 and held it in 8 quarters.
Guidance Capital's NextEra Energy position peaked at $1.4M in Q4 2025.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Guidance Capital's 13F filing for Q1 2026, filed 8 May 2026.