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Greystone Financial Group, LLC

SEC CIK
0001845302
Latest filing
Jul 28, 2026

NEE holding history

Nextera Energy Inc in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2022
Holdings of NEE by Greystone Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−11,938−100.0%Sold outHolders
Q2 202511,938$828.7K0.1%−2,802−19.0%ReducedHolders
Q1 202514,740$1.04M0.2%+185+1.3%AddedHolders
Q4 202414,555$1.04M0.2%+460+3.3%AddedHolders
Q3 202414,095$1.19M0.2%+316+2.3%AddedHolders
Q2 202413,779$975.7K0.2%+2,668+24.0%AddedHolders
Q1 202411,111$710.1K0.1%−103,346−90.3%ReducedHolders
Q4 2023114,457$6.95M1.6%−7,266−6.0%ReducedHolders
Q3 2023121,723$6.97M1.7%+10,225+9.2%AddedHolders
Q2 2023111,498$8.27M1.9%+98,003+726.2%AddedHolders
Q1 202313,495$1.04M0.3%+4,018+42.4%AddedHolders
Q4 20229,477$792.3K0.2%+9,477NewHolders