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Greystone Financial Group’s NextEra Energy NEE Stock Holding History

Greystone Financial Group’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
-11,938
Closed -$829K – 105
2025
Q2 		$829K Sell
11,938
-2,802
-19% -$195K 0.14% 68
2025
Q1 		$1.04M Buy
14,740
+185
+1% +$13.1K 0.19% 67
2024
Q4 		$1.04M Buy
14,555
+460
+3% +$35.7K 0.18% 64
2024
Q3 		$1.19M Buy
14,095
+316
+2% +$24.7K 0.21% 61
2024
Q2 		$976K Buy
13,779
+2,668
+24% +$189K 0.19% 63
2024
Q1 		$710K Sell
11,111
-103,346
-90% -$6.05M 0.14% 72
2023
Q4 		$6.95M Sell
114,457
-7,266
-6% -$414K 1.61% 24
2023
Q3 		$6.97M Buy
121,723
+10,225
+9% +$708K 1.74% 21
2023
Q2 		$8.27M Buy
111,498
+98,003
+726% +$7.42M 1.92% 17
2023
Q1 		$1.04M Buy
13,495
+4,018
+42% +$309K 0.26% 51
2022
Q4 		$792K Buy
+9,477
New +$766K 0.23% 52
2021
Q1 		– Sell
-102,522
Closed -$8.55M – 107
2020
Q4 		$8.55M Buy
+102,522
New +$7.67M 2.33% 13

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greystone Financial Group's NEE Position: Q3 2025 in Review

Greystone Financial Group sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 11,938 shares — an estimated $829K sold.

Greystone Financial Group first reported a position in NEE in Q4 2020 and held it in 12 quarters. The position peaked at $8.55M in Q4 2020. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Greystone Financial Group reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Greystone Financial Group sold 11,938 NextEra Energy shares in Q3 2025, an estimated $829K.
  • Greystone Financial Group first reported a position in NextEra Energy in Q4 2020 and held it in 12 quarters.
  • Greystone Financial Group's NextEra Energy position peaked at $8.55M in Q4 2020.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Greystone Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.