Granite Bay Wealth Management, LLC

Position in NEE — Nextera Energy Inc

CIK 1911472 PORTSMOUTH, NH

Position in NEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$484,841

-$2,879,547 QoQ

Shares Held

5,524

-90.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,085

of 3,000 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Granite Bay Wealth Management, LLC holds $1,130,161 across 3 Utilities - Regulated Electric names. NEE ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	5,524	$484,841
2	DUK	Duke Energy CORP	3,116	$394,423
3	D	Dominion Energy, Inc	3,674	$250,897

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$484,841	5,524	-90.0%	Shares	Sole	2026-08-14
2023-12-31	$3,364,388	55,390	-82.1%	Shares	Sole	2024-01-29
2023-09-30	$21,462	310,026	+6179.6%	Shares	Sole	2023-10-12
2023-06-30	$366,325	4,937	+7.0%	Shares	Sole	2023-07-19
2023-03-31	$355,492	4,612	-1.3%	Shares	Sole	2023-04-20
2022-12-31	$390,579	4,672	+3.8%	Shares	Sole	2023-01-26
2022-09-30	$352,845	4,500	-5.9%	Shares	Sole	2022-10-24
2022-06-30	$370,336	4,781	+0.0%	Shares	Sole	2022-07-13
2022-03-31	$404,913	4,780	-0.2%	Shares	Sole	2022-04-26
2021-12-31	$447,287	4,791	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.