Summit Global Investments’s NextEra Energy NEE Stock Holding History

Summit Global Investments’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	$788K	Sell	8,482 -1,021	-11%	-$90.8K	0.05%	244
2025 Q4	$763K	Buy	9,503 +5,472	+136%	+$453K	0.05%	245
2025 Q3	$304K	Sell	4,031 -285	-7%	-$20.8K	0.02%	395
2025 Q2	$300K	Sell	4,316 -9,117	-68%	-$633K	0.02%	392
2025 Q1	$952K	Buy	13,433 +10,324	+332%	+$729K	0.07%	179
2024 Q4	$223K	Buy	+3,109	New	+$242K	0.01%	493
2024 Q2	–	Sell	-19,786	Closed	-$1.26M	–	552
2024 Q1	$1.26M	Buy	+19,786	New	+$1.16M	0.09%	177
2023 Q1	–	Sell	-67,710	Closed	-$5.66M	–	555
2022 Q4	$5.66M	Buy	67,710 +368	+0.5%	+$29.7K	0.48%	62
2022 Q3	$5.28M	Buy	67,342 +574	+0.9%	+$48.7K	0.49%	58
2022 Q2	$5.17M	Buy	66,768 +641	+1%	+$48.8K	0.46%	60
2022 Q1	$5.6M	Buy	66,127 +32,791	+98%	+$2.63M	0.41%	68
2021 Q4	$3.11M	Buy	+33,336	New	+$2.88M	0.2%	102
2018 Q2	–	Sell	-18,872	Closed	-$771K	–	300
2018 Q1	$771K	Sell	18,872 -540	-3%	-$20.8K	0.12%	88
2017 Q4	$758K	Sell	19,412 -14,732	-43%	-$569K	0.12%	111
2017 Q3	$1.25M	Buy	34,144 +17,796	+109%	+$652K	0.2%	72
2017 Q2	$573K	Buy	+16,348	New	+$559K	0.17%	116

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 Global Investments's NEE Position: Q1 2026 in Review

Summit Global Investments reduced its NextEra Energy (NEE) stake by 11% in Q1 2026, selling an estimated $90.8K and leaving 8,482 shares worth $788K. The position accounts for 0.05% of the portfolio, ranked #244.

Summit Global Investments first reported a position in NEE in Q2 2017 and has held it in 16 quarters since. The position peaked at $5.66M in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Summit Global Investments held 8,482 shares of NextEra Energy worth $788K as of Q1 2026.
Summit Global Investments sold 1,021 NextEra Energy shares in Q1 2026, an estimated $90.8K.
NextEra Energy made up 0.05% of Summit Global Investments's portfolio in Q1 2026, its #244 holding.
Summit Global Investments first reported a position in NextEra Energy in Q2 2017 and has held it in 16 quarters since.
Summit Global Investments's NextEra Energy position peaked at $5.66M in Q4 2022.
3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.