SSW
NEE icon

Stone Summit Wealth’s NextEra Energy NEE Stock Holding History

Stone Summit Wealth’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
Q1 		$2.58M Buy
27,801
+1,817
+7% +$162K 0.72% 44
2025
Q4 		$2.09M Buy
25,984
+1,924
+8% +$159K 0.57% 51
2025
Q3 		$1.82M Buy
24,060
+2,705
+13% +$198K 0.52% 53
2025
Q2 		$1.48M Buy
21,355
+260
+1% +$18.1K 0.46% 59
2025
Q1 		$1.5M Buy
21,095
+880
+4% +$62.1K 0.51% 63
2024
Q4 		$1.45M Buy
20,215
+995
+5% +$77.3K 0.49% 60
2024
Q3 		$1.62M Buy
19,220
+996
+5% +$77.7K 0.52% 59
2024
Q2 		$1.29M Buy
18,224
+950
+5% +$67.4K 0.46% 62
2024
Q1 		$1.1M Sell
17,274
-2,662
-13% -$156K 0.38% 69
2023
Q4 		$1.21M Sell
19,936
-2,401
-11% -$137K 0.46% 66
2023
Q3 		$1.28M Sell
22,337
-10,110
-31% -$700K 0.55% 64
2023
Q2 		$2.41M Sell
32,447
-322
-1% -$24.4K 1% 33
2023
Q1 		$2.53M Buy
32,769
+505
+2% +$38.8K 1.12% 28
2022
Q4 		$2.7M Buy
32,264
+2,280
+8% +$184K 1.32% 19
2022
Q3 		$2.35M Buy
29,984
+1,147
+4% +$97.3K 1.45% 17
2022
Q2 		$2.23M Buy
28,837
+3,640
+14% +$277K 1.33% 19
2022
Q1 		$2.15M Buy
25,197
+6,586
+35% +$528K 1.21% 25
2021
Q4 		$1.74M Buy
+18,611
New +$1.61M 1.41% 25

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Stone Summit Wealth's NEE Position: Q1 2026 in Review

Stone Summit Wealth increased its NextEra Energy (NEE) stake by 7% in Q1 2026, buying an estimated $162K and bringing the position to 27,801 shares worth $2.58M. The position accounts for 0.72% of the portfolio, ranked #44.

Stone Summit Wealth first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.7M in Q4 2022. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Stone Summit Wealth held 27,801 shares of NextEra Energy worth $2.58M as of Q1 2026.
  • Stone Summit Wealth bought 1,817 NextEra Energy shares in Q1 2026, an estimated $162K.
  • NextEra Energy made up 0.72% of Stone Summit Wealth's portfolio in Q1 2026, its #44 holding.
  • Stone Summit Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's NextEra Energy position peaked at $2.7M in Q4 2022.
  • 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.