Guild Investment Management’s NextEra Energy NEE Stock Holding History

Guild Investment Management’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	$2.15M	Sell	23,140 -200	-0.9%	-$17.8K	1.54%	20
2025 Q4	$1.87M	Hold	23,340	–	–	1.39%	26
2025 Q3	$1.76M	Buy	23,340 +1,000	+4%	+$73.1K	1.4%	25
2025 Q2	$1.55M	Buy	22,340 +9,380	+72%	+$652K	1.35%	26
2025 Q1	$919K	Buy	+12,960	New	+$915K	0.97%	27
2024 Q3	–	Sell	-10,438	Closed	-$739K	–	51
2024 Q2	$739K	Sell	10,438 -410	-4%	-$29.1K	0.84%	28
2024 Q1	$693K	Buy	+10,848	New	+$636K	0.89%	31
2014 Q1	–	Sell	-112,400	Closed	-$2.41M	–	38
2013 Q4	$2.41M	Buy	+112,400	New	+$2.37M	1.67%	15

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

Guild Investment Management's NEE Position: Q1 2026 in Review

Guild Investment Management reduced its NextEra Energy (NEE) stake by 0.86% in Q1 2026, selling an estimated $17.8K and leaving 23,140 shares worth $2.15M. The position accounts for 1.54% of the portfolio, ranked #20.

Guild Investment Management first reported a position in NEE in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.41M in Q4 2013. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Guild Investment Management held 23,140 shares of NextEra Energy worth $2.15M as of Q1 2026.
Guild Investment Management sold 200 NextEra Energy shares in Q1 2026, an estimated $17.8K.
NextEra Energy made up 1.54% of Guild Investment Management's portfolio in Q1 2026, its #20 holding.
Guild Investment Management first reported a position in NextEra Energy in Q4 2013 and has held it in 8 quarters since.
Guild Investment Management's NextEra Energy position peaked at $2.41M in Q4 2013.
3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Guild Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.