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 Q2	$2.19M	Buy	24,955 +1,815	+8%	+$164K	1.5%	23
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 $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

Guild Investment Management's NEE Position: Q2 2026 in Review

Guild Investment Management increased its NextEra Energy (NEE) stake by 7.8% in Q2 2026, buying an estimated $164K and bringing the position to 24,955 shares worth $2.19M. The position accounts for 1.5% of the portfolio, ranked #23.

Guild Investment Management first reported a position in NEE in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.41M in Q4 2013. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Guild Investment Management held 24,955 shares of NextEra Energy worth $2.19M as of Q2 2026.
Guild Investment Management bought 1,815 NextEra Energy shares in Q2 2026, an estimated $164K.
NextEra Energy made up 1.5% of Guild Investment Management's portfolio in Q2 2026, its #23 holding.
Guild Investment Management first reported a position in NextEra Energy in Q4 2013 and has held it in 9 quarters since.
Guild Investment Management's NextEra Energy position peaked at $2.41M in Q4 2013.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Guild Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.