SGI
NEE icon

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
Q2 		$521K Sell
5,935
-2,547
-30% -$230K 0.03% 331
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
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

Summit Global Investments's NEE Position: Q2 2026 in Review

Summit Global Investments reduced its NextEra Energy (NEE) stake by 30% in Q2 2026, selling an estimated $230K and leaving 5,935 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #331.

Summit Global Investments first reported a position in NEE in Q2 2017 and has held it in 17 quarters since. The position peaked at $5.66M in Q4 2022. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Summit Global Investments held 5,935 shares of NextEra Energy worth $521K as of Q2 2026.
  • Summit Global Investments sold 2,547 NextEra Energy shares in Q2 2026, an estimated $230K.
  • NextEra Energy made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #331 holding.
  • Summit Global Investments first reported a position in NextEra Energy in Q2 2017 and has held it in 17 quarters since.
  • Summit Global Investments's NextEra Energy position peaked at $5.66M in Q4 2022.
  • 3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.