Granite Bay Wealth Management’s NextEra Energy NEE Stock Holding History

Granite Bay Wealth 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
2024 Q1	–	Sell	-55,390	Closed	-$3.06M	–	215
2023 Q4	$3.06M	Sell	55,390 -254,636	-82%	-$14.5M	0.03%	141
2023 Q3	$21.5M	Buy	310,026 +305,089	+6,180%	+$21.1M	0.21%	51
2023 Q2	$366K	Buy	4,937 +325	+7%	+$24.6K	0.34%	36
2023 Q1	$355K	Sell	4,612 -60	-1%	-$4.61K	0.25%	50
2022 Q4	$391K	Buy	4,672 +172	+4%	+$13.9K	0.26%	42
2022 Q3	$353K	Sell	4,500 -281	-6%	-$23.8K	0.28%	41
2022 Q2	$370K	Buy	4,781 +1	+0%	+$76	0.29%	36
2022 Q1	$405K	Sell	4,780 -11	-0.2%	-$882	0.33%	39
2021 Q4	$447K	Buy	+4,791	New	+$414K	0.44%	32

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granite Bay Wealth Management's NEE Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 55,390 shares — an estimated $3.06M sold.

Granite Bay Wealth Management first reported a position in NEE in Q4 2021 and held it in 9 quarters. The position peaked at $21.5M in Q3 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Granite Bay Wealth Management reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 55,390 NextEra Energy shares in Q1 2024, an estimated $3.06M.
Granite Bay Wealth Management first reported a position in NextEra Energy in Q4 2021 and held it in 9 quarters.
Granite Bay Wealth Management's NextEra Energy position peaked at $21.5M in Q3 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.