Granite Group Advisors’s NextEra Energy NEE Stock Holding History

Granite Group Advisors’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	$3M	Buy	34,182 +3,022	+10%	+$273K	1.78%	14
2026 Q1	$2.92M	Sell	31,160 -7,385	-19%	-$657K	1.77%	13
2025 Q4	$3.09M	Buy	38,545 +152	+0.4%	+$12.6K	1.75%	8
2025 Q3	$2.9M	Buy	38,393 +818	+2%	+$59.8K	1.76%	7
2025 Q2	$2.61M	Buy	37,575 +1,734	+5%	+$120K	1.57%	10
2025 Q1	$2.54M	Buy	35,841 +1,919	+6%	+$135K	1.76%	8
2024 Q4	$2.43M	Sell	33,922 -576	-2%	-$44.7K	1.55%	12
2024 Q3	$2.92M	Sell	34,498 -696	-2%	-$54.3K	1.87%	6
2024 Q2	$2.49M	Sell	35,194 -320	-0.9%	-$22.7K	1.89%	7
2024 Q1	$2.27M	Sell	35,514 -256	-0.7%	-$15K	1.53%	13
2023 Q4	$2.07M	Buy	+35,770	New	+$2.04M	1.46%	16

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Granite Group Advisors's NEE Position: Q2 2026 in Review

Granite Group Advisors increased its NextEra Energy (NEE) stake by 9.7% in Q2 2026, buying an estimated $273K and bringing the position to 34,182 shares worth $3M. The position accounts for 1.78% of the portfolio, ranked #14.

Granite Group Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09M in Q4 2025. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Granite Group Advisors held 34,182 shares of NextEra Energy worth $3M as of Q2 2026.
Granite Group Advisors bought 3,022 NextEra Energy shares in Q2 2026, an estimated $273K.
NextEra Energy made up 1.78% of Granite Group Advisors's portfolio in Q2 2026, its #14 holding.
Granite Group Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Granite Group Advisors's NextEra Energy position peaked at $3.09M in Q4 2025.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.