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 Q3	$2.4M	Sell	31,655 -2,527	-7%	-$214K	1.52%	14
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Granite Group Advisors's NEE Position: Q3 2026 in Review

Granite Group Advisors reduced its NextEra Energy (NEE) stake by 7.4% in Q3 2026, selling an estimated $214K and leaving 31,655 shares worth $2.4M. The position accounts for 1.52% of the portfolio, ranked #14.

Granite Group Advisors first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.09M in Q4 2025. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Granite Group Advisors held 31,655 shares of NextEra Energy worth $2.4M as of Q3 2026.
Granite Group Advisors sold 2,527 NextEra Energy shares in Q3 2026, an estimated $214K.
NextEra Energy made up 1.52% of Granite Group Advisors's portfolio in Q3 2026, its #14 holding.
Granite Group Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Granite Group Advisors's NextEra Energy position peaked at $3.09M in Q4 2025.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Granite Group Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.