Grant Private Wealth Management’s NextEra Energy NEE Stock Holding History

Grant Private 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
2025 Q3	–	Sell	-5,216	Closed	-$362K	–	158
2025 Q2	$362K	Buy	+5,216	New	+$362K	0.21%	49

Other funds holding NEE

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grant Private Wealth Management's NEE Position: Q3 2025 in Review

Grant Private Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 5,216 shares — an estimated $362K sold.

Grant Private Wealth Management first reported a position in NEE in Q2 2025 and held it in 1 quarter. The position peaked at $362K in Q2 2025. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Grant Private Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Grant Private Wealth Management sold 5,216 NextEra Energy shares in Q3 2025, an estimated $362K.
Grant Private Wealth Management first reported a position in NextEra Energy in Q2 2025 and held it in 1 quarter.
Grant Private Wealth Management's NextEra Energy position peaked at $362K in Q2 2025.
2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.