Summit Asset Management’s NextEra Energy NEE Stock Holding History

Summit Asset Management’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	$1.27M	Buy	13,702 +5	+0%	+$445	0.18%	64
2025 Q4	$1.1M	Buy	13,697 +6	+0%	+$497	0.16%	66
2025 Q3	$1.03M	Buy	13,691 +691	+5%	+$50.5K	0.16%	70
2025 Q2	$902K	Sell	13,000 -961	-7%	-$66.8K	0.15%	73
2025 Q1	$990K	Buy	13,961 +6	+0%	+$424	0.17%	69
2024 Q4	$1M	Buy	13,955 +6	+0%	+$466	0.18%	67
2024 Q3	$1.18M	Buy	13,949 +5	+0%	+$390	0.22%	56
2024 Q2	$987K	Buy	13,944 +5	+0%	+$355	0.2%	59
2024 Q1	$891K	Buy	13,939 +507	+4%	+$29.7K	0.19%	60
2023 Q4	$816K	Buy	13,432 +6	+0%	+$342	0.2%	57
2023 Q3	$769K	Buy	13,426 +605	+5%	+$41.9K	0.21%	55
2023 Q2	$951K	Buy	12,821 +42	+0.3%	+$3.18K	0.25%	50
2023 Q1	$985K	Buy	12,779 +5	+0%	+$385	0.27%	47
2022 Q4	$1.07M	Buy	12,774 +24	+0.2%	+$1.94K	0.31%	44
2022 Q3	$1M	Sell	12,750 -715	-5%	-$60.7K	0.32%	42
2022 Q2	$1.04M	Buy	13,465 +805	+6%	+$61.3K	0.32%	43
2022 Q1	$1.07M	Buy	12,660 +4	+0%	+$321	0.31%	47
2021 Q4	$1.18M	Sell	12,656 -24	-0.2%	-$2.07K	0.34%	46
2021 Q3	$996K	Buy	12,680 +3	+0%	+$242	0.31%	47
2021 Q2	$929K	Buy	12,677 +4	+0%	+$300	0.29%	49
2021 Q1	$958K	Buy	12,673 +993	+9%	+$77.5K	0.33%	42
2020 Q4	$901K	Buy	11,680 +632	+6%	+$47.3K	0.33%	43
2020 Q3	$767K	Buy	11,048 +136	+1%	+$9.39K	0.32%	45
2020 Q2	$655K	Buy	10,912 +324	+3%	+$19.4K	0.3%	49
2020 Q1	$637K	Buy	10,588 +4	+0%	+$251	0.34%	47
2019 Q4	$641K	Buy	10,584 +4	+0%	+$234	0.27%	54
2019 Q3	$616K	Buy	10,580 +4	+0%	+$216	0.29%	51
2019 Q2	$542K	Sell	10,576 -512	-5%	-$25.2K	0.26%	56
2019 Q1	$536K	Buy	11,088 +172	+2%	+$7.86K	0.26%	56
2018 Q4	$474K	Hold	10,916	–	–	0.27%	56
2018 Q3	$457K	Hold	10,916	–	–	0.21%	60
2018 Q2	$456K	Sell	10,916 -6,392	-37%	-$258K	0.22%	60
2018 Q1	$707K	Buy	17,308 +528	+3%	+$20.4K	0.34%	43
2017 Q4	$655K	Buy	16,780 +2,080	+14%	+$80.3K	0.31%	48
2017 Q3	$539K	Sell	14,700 -280	-2%	-$10.3K	0.27%	55
2017 Q2	$525K	Buy	14,980 +120	+0.8%	+$4.1K	0.28%	57
2017 Q1	$477K	Buy	14,860 +1,200	+9%	+$37.7K	0.28%	57
2016 Q4	$408K	Buy	13,660 +112	+0.8%	+$3.35K	0.26%	59
2016 Q3	$414K	Hold	13,548	–	–	0.25%	59
2016 Q2	$442K	Hold	13,548	–	–	0.28%	53
2016 Q1	$401K	Sell	13,548 -240	-2%	-$6.74K	0.26%	54
2015 Q4	$358K	Hold	13,788	–	–	0.24%	60
2015 Q3	$336K	Buy	13,788 +400	+3%	+$10.2K	0.24%	63
2015 Q2	$328K	Sell	13,388 -880	-6%	-$22.4K	0.22%	68
2015 Q1	$371K	Buy	14,268 +3,768	+36%	+$99.4K	0.26%	58
2014 Q4	$279K	Hold	10,500	–	–	0.2%	74
2014 Q3	$246K	Buy	10,500 +1,200	+13%	+$29K	0.19%	72
2014 Q2	$238K	Hold	9,300	–	–	0.18%	73
2014 Q1	$222K	Sell	9,300 -2,000	-18%	-$45.3K	0.18%	76
2013 Q4	$242K	Hold	11,300	–	–	0.19%	76
2013 Q3	$226K	Hold	11,300	–	–	0.2%	74
2013 Q2	$230K	Buy	+11,300	New	+$224K	0.22%	71

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Asset Management's NEE Position: Q1 2026 in Review

Summit Asset Management increased its NextEra Energy (NEE) stake by 0.04% in Q1 2026, buying an estimated $445 and bringing the position to 13,702 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #64.

Summit Asset Management first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Summit Asset Management held 13,702 shares of NextEra Energy worth $1.27M as of Q1 2026.
Summit Asset Management bought 5 NextEra Energy shares in Q1 2026, an estimated $445.
NextEra Energy made up 0.18% of Summit Asset Management's portfolio in Q1 2026, its #64 holding.
Summit Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.