Summit Securities Group’s NextEra Energy NEE Stock Holding History

Summit Securities 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
2025 Q4	–	Sell	-3,100	Closed	-$234K	–	1168
2025 Q3	$234K	Buy	+3,100	New	+$227K	0.05%	252
2024 Q1	–	Sell	-20,000	Closed	-$1.22M	–	756
2023 Q4	$1.22M	Buy	+20,000	New	+$1.14M	0.11%	123
2021 Q4	–	Sell	-69	Closed	-$542K	–	889
2021 Q3	$542K	Buy	+69	New	+$5.57K	0.04%	381

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 Securities Group's NEE Position: Q1 2026 in Review

Summit Securities Group reduced its NextEra Energy (NEE) stake by 88% in Q1 2026, selling an estimated $858K and leaving 1,342 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #264.

Summit Securities Group first reported a position in NEE in Q4 2013 and has held it in 26 quarters since. The position peaked at $1.95M in Q4 2021. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Summit Securities Group held 1,342 shares of NextEra Energy worth $125K as of Q1 2026.
Summit Securities Group sold 9,651 NextEra Energy shares in Q1 2026, an estimated $858K.
NextEra Energy made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #264 holding.
Summit Securities Group first reported a position in NextEra Energy in Q4 2013 and has held it in 26 quarters since.
Summit Securities Group's NextEra Energy position peaked at $1.95M in Q4 2021.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.