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Summit Financial’s NextEra Energy NEE Stock Holding History

Summit Financial’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 		$6.42M Buy
69,145
+4,728
+7% +$420K 0.08% 258
2025
Q4 		$5.17M Sell
64,417
-33,218
-34% -$2.75M 0.08% 253
2025
Q3 		$7.37M Buy
97,635
+2,165
+2% +$158K 0.11% 172
2025
Q2 		$6.63M Buy
95,470
+3,582
+4% +$249K 0.15% 120
2025
Q1 		$6.51M Buy
91,888
+8,358
+10% +$590K 0.18% 109
2024
Q4 		$5.99M Buy
83,530
+7,076
+9% +$550K 0.21% 93
2024
Q3 		$6.46M Buy
76,454
+7,859
+11% +$613K 0.25% 70
2024
Q2 		$4.86M Buy
68,595
+18,882
+38% +$1.34M 0.22% 75
2024
Q1 		$3.18M Buy
49,713
+1,215
+3% +$71.2K 0.19% 69
2023
Q4 		$2.95M Sell
48,498
-396
-0.8% -$22.6K 0.19% 71
2023
Q3 		$2.8M Sell
48,894
-496
-1% -$34.3K 0.21% 70
2023
Q2 		$3.66M Buy
49,390
+34,493
+232% +$2.61M 0.27% 49
2023
Q1 		$1.15M Sell
14,897
-179
-1% -$13.8K 0.1% 106
2022
Q4 		$1.26M Sell
15,076
-300
-2% -$24.2K 0.12% 95
2022
Q3 		$1.21M Buy
15,376
+2,383
+18% +$202K 0.11% 86
2022
Q2 		$1.01M Buy
12,993
+281
+2% +$21.4K 0.09% 97
2022
Q1 		$1.08M Buy
12,712
+1,980
+18% +$159K 0.08% 111
2021
Q4 		$1M Buy
10,732
+2,649
+33% +$229K 0.08% 107
2021
Q3 		$635K Buy
8,083
+2,771
+52% +$223K 0.05% 117
2021
Q2 		$389K Buy
+5,312
New +$399K 0.04% 105

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

Summit Financial's NEE Position: Q1 2026 in Review

Summit Financial increased its NextEra Energy (NEE) stake by 7.3% in Q1 2026, buying an estimated $420K and bringing the position to 69,145 shares worth $6.42M. The position accounts for 0.08% of the portfolio, ranked #258.

Summit Financial first reported a position in NEE in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.37M in Q3 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Summit Financial held 69,145 shares of NextEra Energy worth $6.42M as of Q1 2026.
  • Summit Financial bought 4,728 NextEra Energy shares in Q1 2026, an estimated $420K.
  • NextEra Energy made up 0.08% of Summit Financial's portfolio in Q1 2026, its #258 holding.
  • Summit Financial first reported a position in NextEra Energy in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's NextEra Energy position peaked at $7.37M in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.