Stone Summit Wealth
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
Q3 		$2.01M Sell
26,591
-2,405
-8% -$203K 0.54% 53
2026
Q2 		$2.54M Buy
28,996
+1,195
+4% +$108K 0.65% 47
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Stone Summit Wealth's NEE Position: Q3 2026 in Review

Stone Summit Wealth reduced its NextEra Energy (NEE) stake by 8.3% in Q3 2026, selling an estimated $203K and leaving 26,591 shares worth $2.01M. The position accounts for 0.54% of the portfolio, ranked #53.

Stone Summit Wealth first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.7M in Q4 2022. 651 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Stone Summit Wealth held 26,591 shares of NextEra Energy worth $2.01M as of Q3 2026.
  • Stone Summit Wealth sold 2,405 NextEra Energy shares in Q3 2026, an estimated $203K.
  • NextEra Energy made up 0.54% of Stone Summit Wealth's portfolio in Q3 2026, its #53 holding.
  • Stone Summit Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's NextEra Energy position peaked at $2.7M in Q4 2022.
  • 651 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.