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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
2022
Q1 		– Sell
-6,000
Closed -$560K – 1268
2021
Q4 		$560K Buy
6,000
+5,905
+6,216% +$510K 0.03% 342
2021
Q3 		$746K Buy
+95
New +$7.66K 0.06% 317
2019
Q1 		– Sell
-252
Closed -$1.09M – 305
2018
Q4 		$1.09M Buy
+252
New +$11K 0.09% 129

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 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.