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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 $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 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. 3,039 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.
  • 3,039 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.