Summit Securities Group’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.2M | Buy |
435,283
+433,941
| +32,335% | +$39.3M | 3.65% | 8 |
|
|
2026
Q1 | $125K | Sell |
1,342
-9,651
| -88% | -$858K | 0.02% | 264 |
|
|
2025
Q4 | $883K | Buy |
10,993
+6,044
| +122% | +$501K | 0.12% | 144 |
|
|
2025
Q3 | $374K | Buy |
4,949
+3,563
| +257% | +$260K | 0.08% | 191 |
|
|
2025
Q2 | $96.2K | Buy |
+1,386
| New | +$96.3K | 0.02% | 372 |
|
|
2025
Q1 | – | Sell |
-1,156
| Closed | -$82.9K | – | 998 |
|
|
2024
Q4 | $82.9K | Buy |
+1,156
| New | +$89.8K | 0.02% | 245 |
|
|
2023
Q3 | – | Sell |
-2,646
| Closed | -$196K | – | 877 |
|
|
2023
Q2 | $196K | Sell |
2,646
-1,252
| -32% | -$94.8K | 0.03% | 217 |
|
|
2023
Q1 | $300K | Sell |
3,898
-4,607
| -54% | -$354K | 0.02% | 173 |
|
|
2022
Q4 | $711K | Sell |
8,505
-13,445
| -61% | -$1.09M | 0.03% | 192 |
|
|
2022
Q3 | $1.72M | Buy |
21,950
+8,043
| +58% | +$682K | 0.13% | 105 |
|
|
2022
Q2 | $1.08M | Buy |
13,907
+4,703
| +51% | +$358K | 0.13% | 116 |
|
|
2022
Q1 | $780K | Sell |
9,204
-11,702
| -56% | -$938K | 0.09% | 168 |
|
|
2021
Q4 | $1.95M | Buy |
20,906
+11,406
| +120% | +$986K | 0.09% | 165 |
|
|
2021
Q3 | $746K | Buy |
9,500
+5,383
| +131% | +$434K | 0.06% | 316 |
|
|
2021
Q2 | $302K | Sell |
4,117
-1,183
| -22% | -$88.8K | 0.03% | 527 |
|
|
2021
Q1 | $401K | Sell |
5,300
-300
| -5% | -$23.4K | 0.04% | 377 |
|
|
2020
Q4 | $432K | Buy |
+5,600
| New | +$419K | 0.04% | 386 |
|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$605K | – | 414 |
|
|
2019
Q4 | $605K | Buy |
+10,000
| New | +$584K | 0.05% | 262 |
|
|
2019
Q1 | – | Sell |
-26,000
| Closed | -$1.13M | – | 304 |
|
|
2018
Q4 | $1.13M | Buy |
+26,000
| New | +$1.14M | 0.1% | 126 |
|
|
2017
Q4 | – | Sell |
-7,200
| Closed | -$264K | – | 236 |
|
|
2017
Q3 | $264K | Buy |
+7,200
| New | +$264K | 0.05% | 156 |
|
|
2016
Q1 | – | Sell |
-12,800
| Closed | -$332K | – | 274 |
|
|
2015
Q4 | $332K | Buy |
12,800
+7,600
| +146% | +$192K | 0.11% | 135 |
|
|
2015
Q3 | $127K | Buy |
+5,200
| New | +$132K | 0.09% | 104 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$53K | – | 558 |
|
|
2014
Q4 | $53K | Buy |
2,000
+800
| +67% | +$20.2K | 0.02% | 320 |
|
|
2014
Q3 | $28K | Sell |
1,200
-800
| -40% | -$19.3K | 0.01% | 458 |
|
|
2014
Q2 | $51K | Sell |
2,000
-400
| -17% | -$9.73K | 0.02% | 300 |
|
|
2014
Q1 | $57K | Sell |
2,400
-800
| -25% | -$18.1K | 0.03% | 176 |
|
|
2013
Q4 | $68K | Buy |
+3,200
| New | +$67.5K | 0.01% | 250 |
|
Other funds holding NEE
Summit Securities Group's NEE Position: Q2 2026 in Review
Summit Securities Group increased its NextEra Energy (NEE) stake by 32,335% in Q2 2026, buying an estimated $39.3M and bringing the position to 435,283 shares worth $38.2M. The position accounts for 3.65% of the portfolio, ranked #8.
Summit Securities Group first reported a position in NEE in Q4 2013 and has held it in 27 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Summit Securities Group held 435,283 shares of NextEra Energy worth $38.2M as of Q2 2026.
- Summit Securities Group bought 433,941 NextEra Energy shares in Q2 2026, an estimated $39.3M.
- NextEra Energy made up 3.65% of Summit Securities Group's portfolio in Q2 2026, its #8 holding.
- Summit Securities Group first reported a position in NextEra Energy in Q4 2013 and has held it in 27 quarters since.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.