Summit Financial Group’s NextEra Energy NEE Stock Holding History

Summit Financial Group’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
2024 Q1	$670K	Sell	10,480 -300	-3%	-$17.6K	0.24%	105
2023 Q4	$655K	Sell	10,780 -284	-3%	-$16.2K	0.25%	105
2023 Q3	$634K	Hold	11,064	–	–	0.27%	98
2023 Q2	$821K	Hold	11,064	–	–	0.32%	88
2023 Q1	$853K	Hold	11,064	–	–	0.32%	86
2022 Q4	$925K	Hold	11,064	–	–	0.37%	84
2022 Q3	$868K	Hold	11,064	–	–	0.36%	82
2022 Q2	$857K	Hold	11,064	–	–	0.33%	85
2022 Q1	$937K	Sell	11,064 -5,000	-31%	-$401K	0.32%	87
2021 Q4	$1.5M	Buy	16,064 +4,800	+43%	+$415K	0.49%	59
2021 Q3	$884K	Hold	11,264	–	–	0.32%	82
2021 Q2	$825K	Hold	11,264	–	–	0.31%	84
2021 Q1	$852K	Hold	11,264	–	–	0.35%	75
2020 Q4	$869K	Hold	11,264	–	–	0.38%	68
2020 Q3	$782K	Sell	11,264 -200	-2%	-$13.8K	0.39%	70
2020 Q2	$688K	Hold	11,464	–	–	0.36%	70
2020 Q1	$690K	Hold	11,464	–	–	0.41%	63
2019 Q4	$694K	Hold	11,464	–	–	0.33%	71
2019 Q3	$668K	Hold	11,464	–	–	0.34%	75
2019 Q2	$587K	Hold	11,464	–	–	0.27%	90
2019 Q1	$554K	Hold	11,464	–	–	0.43%	68
2018 Q4	$498K	Hold	11,464	–	–	0.42%	68
2018 Q3	$480K	Hold	11,464	–	–	0.36%	73
2018 Q2	$479K	Hold	11,464	–	–	0.37%	71
2018 Q1	$468K	Buy	11,464 +3,700	+48%	+$143K	0.37%	74
2017 Q4	$303K	Sell	7,764 -516	-6%	-$19.9K	0.25%	92
2017 Q3	$303K	Sell	8,280 -616	-7%	-$22.6K	0.25%	90
2017 Q2	$312K	Buy	+8,896	New	+$304K	0.27%	87

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial Group's NEE Position: Q1 2024 in Review

Summit Financial Group reduced its NextEra Energy (NEE) stake by 2.8% in Q1 2024, selling an estimated $17.6K and leaving 10,480 shares worth $670K. The position accounts for 0.24% of the portfolio, ranked #105.

Summit Financial Group first reported a position in NEE in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.5M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

Summit Financial Group held 10,480 shares of NextEra Energy worth $670K as of Q1 2024.
Summit Financial Group sold 300 NextEra Energy shares in Q1 2024, an estimated $17.6K.
NextEra Energy made up 0.24% of Summit Financial Group's portfolio in Q1 2024, its #105 holding.
Summit Financial Group first reported a position in NextEra Energy in Q2 2017 and has held it in 28 quarters since.
Summit Financial Group's NextEra Energy position peaked at $1.5M in Q4 2021.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.