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
2026 Q2	$485K	Buy	+5,524	New	+$500K	0.04%	118
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Granite Bay Wealth Management's NEE Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in NextEra Energy (NEE) in Q2 2026: 5,524 shares worth $485K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in NEE as recently as Q2 2023.

Granite Bay Wealth Management first reported a position in NEE in Q4 2021 and has held it in 8 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Granite Bay Wealth Management held 5,524 shares of NextEra Energy worth $485K as of Q2 2026.
NextEra Energy was a new Granite Bay Wealth Management position in Q2 2026.
NextEra Energy made up 0.04% of Granite Bay Wealth Management's portfolio in Q2 2026, its #118 holding.
Granite Bay Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 8 quarters since.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.