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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stone Summit Wealth's NEE Position: Q2 2026 in Review

Stone Summit Wealth increased its NextEra Energy (NEE) stake by 4.3% in Q2 2026, buying an estimated $108K and bringing the position to 28,996 shares worth $2.54M. The position accounts for 0.65% of the portfolio, ranked #47.

Stone Summit Wealth first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.7M in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Stone Summit Wealth held 28,996 shares of NextEra Energy worth $2.54M as of Q2 2026.
  • Stone Summit Wealth bought 1,195 NextEra Energy shares in Q2 2026, an estimated $108K.
  • NextEra Energy made up 0.65% of Stone Summit Wealth's portfolio in Q2 2026, its #47 holding.
  • Stone Summit Wealth first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's NextEra Energy position peaked at $2.7M in Q4 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.