Sierra Summit Advisors’s NextEra Energy NEE Stock Holding History

Sierra Summit Advisors’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 Q2	$2.25M	Buy	25,640 +222	+0.9%	+$20.1K	0.25%	63
2026 Q1	$2.36M	Buy	25,418 +14,880	+141%	+$1.32M	0.34%	58
2025 Q4	$846K	Buy	10,538 +245	+2%	+$20.3K	0.13%	118
2025 Q3	$777K	Buy	+10,293	New	+$752K	0.12%	130

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Sierra Summit Advisors's NEE Position: Q2 2026 in Review

Sierra Summit Advisors increased its NextEra Energy (NEE) stake by 0.87% in Q2 2026, buying an estimated $20.1K and bringing the position to 25,640 shares worth $2.25M. The position accounts for 0.25% of the portfolio, ranked #63.

Sierra Summit Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Sierra Summit Advisors held 25,640 shares of NextEra Energy worth $2.25M as of Q2 2026.
Sierra Summit Advisors bought 222 NextEra Energy shares in Q2 2026, an estimated $20.1K.
NextEra Energy made up 0.25% of Sierra Summit Advisors's portfolio in Q2 2026, its #63 holding.
Sierra Summit Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
Sierra Summit Advisors's NextEra Energy position peaked at $2.36M in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.