Granite Investment Partners’s NextEra Energy NEE Stock Holding History

Granite Investment Partners’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 Q1	–	Sell	-3,200	Closed	-$257K	–	275
2025 Q4	$257K	Hold	3,200	–	–	0.02%	221
2025 Q3	$242K	Hold	3,200	–	–	0.01%	228
2025 Q2	$222K	Hold	3,200	–	–	0.01%	236
2025 Q1	$227K	Hold	3,200	–	–	0.01%	239
2024 Q4	$229K	Hold	3,200	–	–	0.01%	242
2024 Q3	$270K	Hold	3,200	–	–	0.01%	229
2024 Q2	$227K	Hold	3,200	–	–	0.01%	235
2024 Q1	$205K	Buy	+3,200	New	+$187K	0.01%	242
2023 Q3	–	Sell	-3,200	Closed	-$237K	–	269
2023 Q2	$237K	Sell	3,200 -1,852	-37%	-$140K	0.01%	245
2023 Q1	$389K	Hold	5,052	–	–	0.02%	231
2022 Q4	$422K	Hold	5,052	–	–	0.02%	236
2022 Q3	$396K	Hold	5,052	–	–	0.02%	237
2022 Q2	$391K	Hold	5,052	–	–	0.02%	242
2022 Q1	$428K	Sell	5,052 -168	-3%	-$13.5K	0.01%	238
2021 Q4	$487K	Hold	5,220	–	–	0.01%	241
2021 Q3	$410K	Buy	5,220 +38	+0.7%	+$3.06K	0.01%	242
2021 Q2	$380K	Buy	5,182 +1,119	+28%	+$84K	0.01%	249
2021 Q1	$307K	Hold	4,063	–	–	0.01%	247
2020 Q4	$313K	Buy	4,063 +695	+21%	+$52K	0.01%	247
2020 Q3	$234K	Buy	+3,368	New	+$233K	0.01%	252
2020 Q2	–	Sell	-3,652	Closed	-$220K	–	285
2020 Q1	$220K	Sell	3,652 -220	-6%	-$13.8K	0.01%	252
2019 Q4	$234K	Buy	3,872 +220	+6%	+$12.8K	0.01%	262
2019 Q3	$213K	Buy	+3,652	New	+$198K	0.01%	319

Other funds holding NEE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Granite Investment Partners's NEE Position: Q1 2026 in Review

Granite Investment Partners sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,200 shares — an estimated $257K sold.

Granite Investment Partners first reported a position in NEE in Q3 2019 and held it in 23 quarters. The position peaked at $487K in Q4 2021. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Granite Investment Partners reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
Granite Investment Partners sold 3,200 NextEra Energy shares in Q1 2026, an estimated $257K.
Granite Investment Partners first reported a position in NextEra Energy in Q3 2019 and held it in 23 quarters.
Granite Investment Partners's NextEra Energy position peaked at $487K in Q4 2021.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.